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Paul Decelles Financial Strategies
Home estate planning

Tag: estate planning

Blog

An Essential Guide to Estate Planning Preparedness

  • Posted August 30, 2023
  • by Cara Roberts

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets…

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Blog

Your Estate and Life Insurance

  • Posted April 27, 2023
  • by Cara Roberts

It All Adds Up   It can be fairly easy to underestimate your net worth. After all, predicting the future value of your home and savings is merely hypothetical. On…

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Recent Posts

  • Ringing in the New Year in Your Golden Years
  • Social Security Benefits Set to Increase in 2024
  • Dos and Don’ts for Investing During the Holidays
  • 2023 Year-End Tax Tips
  • Trusts and Year-End Planning: A Checklist

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Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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