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The Importance of Estate Planning
with Richard Price

Many people believe that having an estate plan only means that a will or trust is created. However, there is much more to consider to be sure that all of your assets are taken care of and transferred easily to your heirs upon death. Join Richard Price as he sits down and talks about the importance of Estate Planning.

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At DURHAMLoyal, we have helped many clients achieve their financial goals by providing unbiased financial advice. We have a dedicated team of individuals whose goal is to help families and their loved ones protect their assets and estates to help provide financial peace of mind. Check our Tax Guide, and don’t forget to request your complimentary, no obligation financial review!

Tax Planning Guide

5 Helpful Tax
Planning Tips

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