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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Harvey Siegel, CPA
Estate
Throw Mama from the Train? Good Movie, Poor Planning
Estate planning doesn’t have to feel like a dark comedy, but sometimes, when families avoid hard...
3 Minute Read
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Generational Wealth Planning
Heir Today, Consider Tomorrow
Designating heirs in your estate documents is generally simple. If you have one child and want her...
2 Minute Read
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