National Estate Planning Awarness Week

This week is National Estate Planning Awarness Week.  We hope all of you have your current Estate Plan in order and have had it updated within the last 3 years to ensure it will give maximum benefit to your family.  At the end of August, a great article was published in the Wall Street Journal explaining strategies that take advantage of family gifting in a down economy.   Click here to read “How Volatility Eases Estate Planning” and learn more about why it’s a perfect opportunity to plan.

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