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Helpful tips for 'life planning'

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Bleich, Joe C.jpg

A few weeks ago some old friends asked that I speak to their club sharing some thoughts about what I like to call “life planning.” It’s not that I have any fear of discussing death, but the term “estate planning” just has a morose tone. Also, there are many decisions one can make which will help for many years while still here. Then I have noticed with summer trips there are many who come into the office before “getting on the road” — not a bad idea.

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