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Tag Archives: Dos and Dont´s

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Storing Your Estate Planning Documents

By Barney McKenna & Olmstead |

Gathering necessary paperwork in one location will save your loved ones an irritating game of “find the forms” after your death. This is the perfect time to decide on a safe place to store all your estate-planning documents.

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Common (and Costly) Estate Planning Mistakes

By Barney McKenna & Olmstead |

Mistakes are often made with the best of intentions. Here are some estate planning mistakes you can avoid now to save yourself (and family) a fortune later.