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Estate Planning Strategies

3 Tips for Every New Homeowner

Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place to ensure that you are properly prepared for the future. Below are a few things to consider now that you finally have the keys to your new home.
Rosanna Savone
November 18, 2024
Business Insights

Securing Your Legacy: How Trademarks and Business Succession Planning Play a Vital Role in Estate Planning for Business Owners

Let’s dive into how trademarks and succession planning can play essential roles in protecting your legacy and ensuring that your business’s identity and operations endure long after you’re gone.
Rosanna Savone
November 4, 2024

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