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Posts Tagged ‘probate’ Category

When Should Assets be Distributed to Your Beneficiaries?
Icon Written by Jeff Bellamy on July 6, 2009 – 7:10 am

When working with clients to design their estate plans, I often remind them that they are only limited by their imaginations, and they can provide whatever instructions they feel are appropriate to their situation.  My job is to guide them in that decision process, helping them implement their objectives while avoiding unnecessary complexity, rigidity and […]

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Practical Advice, Personal Attention

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