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Insights, trends, and ideas shaping the future of estate planning for financial advisors, attorneys, and institutions.
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What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades
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Powers of Attorney: The simple documents that save families time, money, and heartache.
Learn MoreWhat every estate planner should know to stay trusted, relevant, and retained.
Learn MoreA practical guide to how estate planning protects assets, reduces risks, and strengthens advisor-client relationships.
Learn MoreHere's what you need to know about simple wills and whether they really keep life simple.
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Learn how George Chambers uses Estate Guru to deliver estate plans that build trust, drive revenue, and keep clients coming back.
Learn MoreHere's where strategy beats theory.
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Setting up a trust has more benefits than just avoiding court.
Learn MoreExplore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.
Learn MoreThis is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.
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