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Is Your Legacy on Autopilot?

Regular review of your estate plan is critical to its efficacy in achieving your wishes. There are many changes that require adjustments and tune-ups to your plan. In this article, we explore the idea of regularly reviewing the personal aspects of your plan to ensure it meets your goals, and what that looks like for our clients.

Values Based Estate Planning

By Curt W. Ferguson Death tax planning. Succession planning. Transfer planning. Estate planning. Legacy planning. Are these all the same thing? They don’t have strict definitions. At The Estate Planning Center, we define estate planning… Read More »Values Based Estate Planning