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Our Story Back
When most people think of estate planning, visions of older individuals reviewing or establishing
During our lifetime we will make many choices, face many obstacles and live many adventures that
Technology is ever-present in our lives, giving us a digital space to maintain our personal
The old adage, “a picture is worth a thousand words” is a powerful message when it comes to estate
The Secret Threat to the Advisor Referral
Since the introduction of the “Robo-advisor” years ago,
Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc.