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Does your Will align with your financial plan?

Does your Will align with your financial plan?

No one likes to think about their own death, which is why so many of us don’t revisit our Wills, or worse still, fail to have one. It‘s important to make sure that your financial plan and Will dovetail. If they don’t, it can lead to unintended consequences.

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Should I have more than one financial adviser?

Should I have more than one financial adviser?

Although there are many financial advisers in the industry, there are only a handful that have the unique skill set to engage in sophisticated high level planning that adds value across the spectrum of investments, tax and estate planning.

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