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Give the Gift that Matters: Peace of Mind

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The best gift anyone can give is the gift of Peace of Mind. In this mortal world of ours, we all know that one day we will progress to the world of spirit and leave behind all of our physical resources and belongings. But did you know that Estate Planning covers critical issues while you are still here on the earth plane? And keeping yourself and your assets safe throughout the entire life path all depends on the planning we do ahead of time. 

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Did you know that if you are incapacitated, you need more than a living will? You need a special type of trust for your finances so that someone you appoint can manage your affairs...power of attorney is NOT ENOUGH. Otherwise, to access your money, your loved ones may need to go to court for the appointment of a conservator, a total stranger, to make important financial decisions for you. Even a spouse of many years does not qualify without the appropriate trust in place.

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And after we have passed from this earth, our family is still at risk. "But I'm not rich and I don't have much." It doesn't matter how much or little you have, probate can turn the smallest list of assets into a nightmare. Having a will is not enough to keep your assets, big or small, out of probate court. But it doesn't have to be complicated or scary. 

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On Thursday, November 12 at 7pm, we are offering a FREE seminar with Kathryn Barry, Esq., to show you how to protect you and your loved ones from the stress of these important life situations. It's free, no RSVP necessary, but it is preferred. To reserve your seat (and help us plan the right amount of refreshments!) complete this form:

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Sorry, but this form is now closed, but you can still attend! RSVP was optional.

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