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An Estate Planner’s 11 Tips for the New Year

It’s time for us to heed our own advice.

New Year's resolutions are easier said than done right? Much like taking your own advice. So, I decided to sit down and write about the same advice I’ve given to my clients over the years that I could use myself. Here are 11 tips for estate planner's in 2017:

TAGS: Insurance
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