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Home
About
About Silver Compass
Brenda Potter Phelan
Your Goals
Protecting Your Family
Health and Dental Insurance
Term Life Insurance
Travel Insurance
Critical Illness Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
Portfolio Analysis
Insurance Analysis
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About
About Silver Compass
Brenda Potter Phelan
Your Goals
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Health and Dental Insurance
Term Life Insurance
Travel Insurance
Critical Illness Insurance
Growing Your Investments
Income Taxes
Your Retirement
Running a Business
Saving for Education
Your Legacy
What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Tax Planning
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SEARCH RESULTS
How NOT to Plan Your Estate: A Cautionary Tale
November 18, 2024
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Your Legacy Plan and Charitable Giving
October 7, 2024
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Passing it on to Your Heirs
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Estate Planning Saves You Money
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Incapacity Planning for Aging Parents
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Preparing for Wealth Transfer
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Where’s the Money?
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Gifts That Keep On Giving
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Caring For Aging Parents
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Planning to Protect Your Legacy
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Helping Adult Children Buy A Home
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Leaving a Legacy
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The Family Meeting
November 11, 2019
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Should You Prepare Your Own Will?
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Everyone Needs an Estate Plan
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Johnny Depp and Year-End Tax Planning
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Holidays: The Best Time to Talk About Estate Planning
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