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Successor Trustee Meeting May 2014

Successor Trustee Meeting May 2014   On May 31, 2014 we held our annual Successor Trustee Meeting.  More than 80 of our clients and their family members attended!  We were delighted to see such a crowd, and even more delighted to spend some time c… Read More
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Categories: Blog, Estate Planning

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I was “lost” and now I am “found”. I didn’t know where to turn when my spouse was in assisted living and time (3) year long-term care policy was getting depleted. Read More
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