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Mid-Year Estate Planning Checklist

“Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your loved ones. Here is a helpful checklist to guide you in your thoughts.” – Lisa P. Staron

Trusts and Estates Group News: Your Mid-Year Estate Planning Checklist

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