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New Year’s Resolutions 2014

If you are making new year’s resolutions for 2014 does it include any of the following:

1) Get a living trust; or

2) Update our current estate plan; or

3) Add a life insurance trust (ILIT); or

4) Look into a qualified personal residence trust (QPRT); or

5) Have a qualified estate planning attorney review my estate plan….

If you have any of these thoughts please call me TODAY.  Call now!  Make an appointment and let’s get it started.  Ok, well go to the gym first as that’s always on the list too but after that call me and get your estate planning done!

Happy new years!  -John

Ratings and Reviews

10.0John Bernard Palley
Wealth Counsel Member
2015 Best of the Best Badge