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Spring Forward: A Checklist for Your Estate & Financial Plan
Spring Forward: A Checklist for Your Estate & Financial Plan
When was the last time you updated your estate and financial plan? Join Cona Elder Law Senior Partner Melissa Negrin-Wiener to review these items on your spring cleaning checklist: 🌷 How have your assets changed? 🌷 Has your family changed (births, marriages, divorces, deaths)? 🌷 Are you satisfied with your current beneficiaries? 🌷 Has your […]
