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leaving a financial legacy

  1. A mother and father sit in the living room with their toddler as he tears open Christmas presents! A sign above the mantel reads "Merry Christmas" and there is a beautiful tree in the background.

    4 Tips For Talking About Estate Planning With Your Family Over the Holidays

    Tags:
    Estate Planning, family, holidays, leaving a financial legacy, planning

    With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of years past, but you’ll still likely be visiting with loved ones in some fashion, whether via video chat or in smaller groups. Though the holidays are always a good time to bring up estate planning,…Read More

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