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Estate Planning

Five Tips for Designating Beneficiaries for Your Retirement Accounts
September 3, 2021
Four Ways to Give Your Home In New Mexico
July 16, 2021
Recently Proposed Changes to Federal Estate and Gift Tax Laws
May 7, 2021
Seven Key Elements of Estate Planning
April 22, 2021
Estate Planning for Your Vacation Home
April 16, 2021
What’s a Charitable Remainder Trust, and Should You Have One?
March 5, 2021
Moving Across State Lines? Don’t Forget to Update Your Estate Plan
February 18, 2021
Five Tips for Avoiding a Will Contest
February 12, 2021
3 Tips for Reviewing Your Estate Plan
February 5, 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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