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Tag: Families

How to Make a Family Meeting a Successful Part of the Estate Planning Process

Posted on May 15, 2019 | by Tom

You’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve finished your estate planning. But have you, really? Have you explained your planning to your family? Will they understand how your plan Continue reading →

Posted in Estate Planning | Tagged Families

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