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Estate Planning Reference Documents

By hoffman-assoc | September 7, 2013 | 0

Use these reference documents to help with your estate planning:

Attorney Relationship Survey

How Secure Is Your Legacy?

Document Locator

Funding Instructions

Life Insurance Policies

More Free Estate Planning Resources

More free estate plan documents available at Free Downloads.

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  • Growth Investment Philosophy for Enterprise Partnerships
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To Do

  • Growth Enterprise Partnerships Investment Approach
  • Investment Criteria for Growth Enterprise Partnerships
  • About
  • Case Studies
  • Contact Legendary Partners, LLC
  • Frequently Asked Questions
  • Private Equity Firm To Create Wealth – Legendary Partners, LLC
  • Capital Gains Tax Mitigation – Legendary Partners, LLC: Who We Are & What We Do
  • Growth Investment Philosophy for Enterprise Partnerships
  • Kent McKown
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