Have you moved? Have an updated Power of Attorney? What about a living trust? These are all things you should consider when you’re creating or updating you estate plan.
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What Should I Consider When Reviewing Estate Planning Documents?
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Wisdom Wealth Strategies
Andrea L. Blackwelder, CFP®, ChFC, CDFA® and Joseph D. Clemens, CFP®, EA are the founders and partners of Wisdom Wealth Strategies. Their shared passion is simple: to bring financial empowerment, understanding, and peace-of mind to people who wish to improve their financial future, build wealth for their families, and achieve financial independence. Click here to find out more about how you can work with the Denver Financial Advisors at Wisdom Wealth Strategies.