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treetosize
Steve Lear | Jun 20, 2017

Legacy Planning Part III

Estate & Legacy Planning
This is the third installment in a three part series about legacy planning.
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oldman
Steve Lear | Mar 15, 2017

Legacy Planning Pt. 2 - Ethical Wills

Estate & Legacy Planning
The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.
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oldman_0
Steve Lear | Dec 28, 2016

Legacy Planning — The overlooked tool for leaving more than you thought possible

Estate & Legacy Planning
This is the first in a series of articles about legacy planning.
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Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services.  Member FINRA/SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

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