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Estate Planning Missteps: A Complete Guide to Avoiding Common Errors

by James E. Holland, MSBA, CFP | Sep 9, 2025 | Estate & Legacy Planning, Financial Planning, Uncategorized

Understanding estate planning missteps is essential for anyone who wants to protect assets, minimize taxes, and ensure their wishes are carried out. Estate planning is more than drafting legal documents—it’s about safeguarding your legacy and providing for loved ones....

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Estate Planning Missteps: A Complete Guide to Avoiding Common Errors

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