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George Phelps CFP®, CLU, ChFC®
Estate Planning
When reviewing a clients estate plan:
1. I ask questions about their estate, and I listen to what the person has to say about their goals for transferring their property to the next generation
2. I carefully review and analyze the estate documents, and I will consult other professionals getting ideas before making recommendations.
3. The final planning sessions often involve the attorney, accountant and the financial advisor working together.
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