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No matter what business you’re in, once you start hiring employees, you get into the people business.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.