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Wills & Trusts: Which one offers more control when you are gone?

Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: We all want what is left after we are gone to get to our heirs in the best possible way – least taxes, time, challenges. There are many legal documents you can use, but they are not all the same. Trusts and Wills are different. Which one is right for you? If control of the assets after your demise are your biggest concern, which is best for you to use? Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Wealth Management & Financial Planning

1-800-928-4001

Main Menu
Schedule Your
"Next Steps" Meeting

Family Login

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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