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Advanced Health Care Directive - Blank form
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Advanced Health Care Directive including power of attorney for healthcare decisions – Blank form
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Booklet : Estate Planning
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This booklet is a conversation about estate planning. A talk about what issues to consider.
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Outline: IYE - Estate Administration - Lee Naujock - Spring 2023
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“Estate Administration” Presentation by Lee Naujock for the Spring 2023 workshop series
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Why wealthy women lag behind male peers in estate planning
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Studies show that women invest more prudently than men, but rich women have at least one significant blind spot in their wealth strategies: estate planning.
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The State of the Estate Planning Practice
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What issues and developments are attorneys encountering as we head into 2023?
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Taxes 2023: Here are the biggest tax changes this year
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Some of this year’s biggest tax changes are those tax breaks you won’t get — after pandemic-era credits expired.
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SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules
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The SECURE 2.0 Act makes major changes to retirement savings plans. Here’s what you need to know.
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Finding a fiduciary with Ask First Form
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Resource list to find ethical and competent professionals.
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Outline: IYE - Estate Administration - Pete Kote & Richard Huntington - Fall 2022
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“Estate Administration” Presentation by Richard Huntington & Pete Kote for the fall 2022 workshop series
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Outline: IYE - Estate Administration - Lee Naujock - Fall 2022
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“ Estate Administration” Presentation by Lee Naujock for the Fall 2022 workshop series
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