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Integrated Wealth Management

Planning Newsletter - Apr 2013

  • Establishing or updating your estate plan will give you a sense of certainty and control.

  • Use family stories to impart the values and rationale behind your estate planning decisions.

  • Be sure your adult children have at least basic estate planning documents in place.

  • Keeping your professional team engaged and informed of your wishes is an important aspect of what we do for clients.

Planning Newsletter - Apr 2013