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ESTATE PLANNING 101: minors and parents as beneficiaries

Part 5 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.

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ESTATE PLANNING 101: Should property pass equally? what is fair?

Part 4 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps and get the plan moving.

[… read more]
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