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Estate Planning

The Spendthrift Trust: An Estate Planning Tool That Protects Your Heirs from Excess Spending
October 8, 2022
How to Choose an Executor for Your Estate
September 30, 2022
How to Avoid a Will Contest
March 5, 2022
How Do Reverse Mortgages Work?
February 11, 2022
Revocable Trusts: 5 Things to Know
February 11, 2022
Estate Planning for Pet Owners
January 28, 2022
How a Medicaid Asset Protection Trust Can Help Protect Your Wealth
December 22, 2021
Two Proposed Estate Tax Changes That Could Be Enacted by Year’s End
October 29, 2021
Inherited a Traditional IRA From Your Spouse? Here Are Four Options
September 17, 2021

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oakmont Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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