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All that I can really say is that Plan Your Legacy is awesome. It is such a wonderful and powerful tool that I find myself torn between sharing it with everyone that I know and keeping it a secret so that other advisors in our area do not find out about it.
This is a very powerful tool that deals with the most important issues in our lives and beyond. Unfortunately, we spend too much time hurrying through today and cleaning up yesterday to give tomorrow--and those who will live in it--the thought, reflection, and planning they deserve. I congratulate everyone involved in putting this together.
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