National Estate Planning Awareness Month

It's National Estate Planning Awareness Month. By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives....

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Cliff’s Notes, Dec 2014

Well, another year has come and gone and I hope you have had a great one, both personally and in your business. Personally, I always see room for improvement in both of these areas in my own life. With that being said, my focus for 2015, will be the same as it was in...

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