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Estate Plan

Reviewing Your Estate Plan

Submitted by Madison Planning Group on December 7th, 2018

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IL, MA, MD, MN, NC, NJ, NV, NY, PA, RI, SC, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.

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