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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
John J. Diak, CFP®
Jan 2, 20183 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
John J. Diak, CFP®
Dec 26, 20173 min read
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