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Matthew Davis, CFP®
Dec 7, 20224 min read
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
42 views
Vincent Chambers, Esq.
Sep 14, 20226 min read
Defining the Different Estate Planning Documents
An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.
67 views
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