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2019 Smart Year-End Financial Moves

If you’re searching for smart year-end financial moves to make, the following items may help you save money on this year’s taxes or get on track for a better 2020. The below are not in any order of importance, and … Continue reading

How to Avoid Probate Delays and Costs by Making Smart Moves Now

Probate can be expensive and tedious. Properly titling assets and taking advantage of beneficiary designations help you avoid probate. Living trusts address more complicated situations. Most people are familiar with the concept of probate and likely recall having been told … Continue reading