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Six Common Estate Planning Questions
Estate planning is the preparation of managing someone’s assets in the event of their incapacitation or death. The advisors at Private Ocean frequently work with clients in partnership with their estate planning attorneys and other professionals to ensure that the client’s wishes are carried out. Here are some frequently asked questions that our advisors often receive about estate planning.
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Whether you’ve just sold your business, are saving for a child’s college education, or dreaming of retirement, we have an advisor to guide you through all the important phases of your life.
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