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John J. Diak, CFP®
Jan 2, 20183 min read
Talking to Your Heirs About Your Estate Plan
Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i
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John J. Diak, CFP®
Dec 26, 20173 min read
An Estate Plan or a Wealth Transfer Strategy?
There are three degrees of estate planning: advanced, basic, and none at all. Basic estate documents may be in place but they may not convey
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