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Presentation: 10 Things to Do Now

Virtual Web Series: Estate Planning From Home

We held our first virtual meeting on Tuesday, May 5th which provided ideas for “pre” estate planning –  simple tasks which you can do for yourself now.

The summary can be found here.

Or, we have posted a video on YouTube.

Please excuse our inexperience. The recording started a few minutes into the presentation.  You may find the video here.