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Finally. Long Fridays are back. We made it. :-)
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Finally. Long Fridays are back. We made it. :-)
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Coach
ElderCounsel has an intense training on elder law focused planning. WealthCounsel probably has something similar that is focused more on the business side. They each also have products available to their members that assist with preparing planning documents, which can help navigate through both simple and more complex planning issues.