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March 2021

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Saturday marks the beginning of Spring! A time to refresh, begin new projects, refocus on existing projects, and get organized. As the saying goes, “out with the old and in with the new” and that can apply to estate planning too. We focus on cleaning the house and getting everything in order before summer, but it is also a great time to assess your estate plan. While housekeeping, you can review your important papers (both financial and legal) to see what...