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Posts by Joseph Fournier

Choosing Fiduciaries – Four Key Roles

By Joseph Fournier | April 28, 2022

Here are four key roles you will need to fill when choosing fiduciaries:

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Estate Planning-Four Numbers to Keep in Mind

By Joseph Fournier | April 21, 2022

Families are heavily incented to plan around the estate tax and maximize the use of available exemptions. Here are four numbers to keep in mind for 2022:

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Business Succession Planning – Four Tips

By Joseph Fournier | March 31, 2022

In this blog, we will address four tips for a successful business succession plan.

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Four Things to Know About Living Trusts

By Joseph Fournier | March 24, 2022

A will is often an individual’s first estate planning tool, but it should not be the only item on your planning to-do list.

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Estate Planning for Digital Assets (Part 3) – RUFADAA

By Joseph Fournier | March 10, 2022

This blog is Part 3 in a series of articles addressing estate planning for digital assets. Here are four things to know about the RUFADAA:

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Estate Planning for Digital Assets (Part 2) – Four Reasons to Plan Now

By Joseph Fournier | March 8, 2022

Here are four important reasons to plan now for fiduciary access to your assets:

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Estate Planning for Digital Assets (Part 1) – Four Things to Do Now

By Joseph Fournier | March 3, 2022

Here are four steps you can take now to begin properly planning for your digital assets:

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will signing

Business Separations – Four Things to Consider

By Joseph Fournier | February 22, 2022

Here are four things to consider about your business separation that may help you minimize the emotional and financial turbulence:

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Choosing Fiduciaries – Four Key Roles

By Joseph Fournier | February 17, 2022

Here are four key roles you will need to fill when choosing fiduciaries:

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Four Common Issues Facing Business Owners

By Joseph Fournier | February 8, 2022

This is a brief summary of four issues we see quite often with our business clients – and why you, as a business owner, may care.

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