by Ashkan Afshari | Jan 9, 2025 | Blog
New Year, New Estate Plan Review! The start of a new year is always a time for fresh beginnings. Whether you’re setting goals, decluttering your home, or simply planning for the year ahead, it’s also an ideal time to take a closer look at your estate planning...
by Ashkan Afshari | Dec 18, 2024 | Blog
End-of-the-Year Estate Planning Checklist Ensuring Peace of Mind for the New Year As the year comes to a close, it’s the perfect time to reflect on your personal and financial goals and ensure your estate plan aligns with your current circumstances. Here’s an...
by Ashkan Afshari | Dec 9, 2024 | Blog
Essential Estate Planning Documents and Why You Need Them Creating an estate plan might not be on the top of your to-do list, but it’s one of the most important steps you can take to protect your family and your legacy. A comprehensive estate plan is more than just a...
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