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5 Estate Planning Tasks to Add to Your Year-End To-Do List

Posted by Jim Foster | Dec 15, 2020 | 0 Comments

Though preparations for holiday festivities and the new year may look a little different this December, the value of taking stock of your estate plan and finances before the end of the year has not changed. Before you launch into the new year, here are some things we recommend adding to your year-end checklist...

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