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2013 Estate Planning Checklist: Fact & Fiction When Planning For Your Future

2013 Estate Planning Checklist: Fact & Fiction When Planning For Your Future

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Estate Planning isn’t just about tax savings or drafting trusts.  It’s about getting to know a family, understanding their goals, organizing their assets, helping them through the tough times, being an available resource and looking over their shoulder throughout their lifetime.  I don’t know about you, but a checklist helps me stay organized so here is your 2013 …