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  • Home
  • Meet Marc
    • Meet Marc
    • Marquis Who’s Who – Marc Carlson
  • Firm Approach
    • Legacy Planning Process
    • Benefits of Working with Marc
  • Practice Areas
    • Estate Planning
    • Trusts
    • Wills
    • Probate
    • Disability Planning
    • Protection Planning for Minors
    • Legacy Planning Process
    • Joint Tenancy
    • Beneficiary Designations
    • Beneficiary Protection Plan
    • Business Succession Planning
  • Protect Your Family
    • Single Adults
    • Young Families
    • Retirees/Ready to Retire
  • Important Info
    • Client Forms
    • Wills vs. Trusts
    • Frequently Asked Questions
    • 10 Questions on Estate Planning
    • Agent Under a Financial Power Of Attorney
    • Blogs and Newsletters
  • Contact Marc
    • Contact Marc
    • Virtual Meeting With Marc
  • Happy Clients

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Monthly Archive for: "December, 2017"
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 Setting Up Beneficiaries For Success
 0
By Marc Carlson
In The Protected Family
Posted December 13, 2017

Setting Up Beneficiaries For Success

3 Tips To Set Your Beneficiaries Up For Success. Here are a few pointers for setting up your beneficiaries for success: Use estate planning tools like discretionary and incentive trusts. In [...]

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