WealthCounsel: Good article summing up the different stages people go through in their life and the role estate planning plays in each of these stages to protect wealth:
“Life is transition. Every day there is some experience that causes us to stop and think about financial and legal alternatives including all their ramifications. Having a “transition team” consisting of a trusted financial advisor, certified public account and legal professional can make life’s transitions less complex and overall more rewarding.”
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