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The Forgotten Element Of Estate Plans: Portfolio Restructuring

October 23, 2024

Simplifying and streamlining portfolios should be an essential step in estate planning.

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465 East Fir Avenue
Suite 105
Fresno, CA 93720

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Suite 105
Fresno, CA 93720

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The financial consultants of Thiesen Dueker Group are registered representatives with, and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Landscape photography by Paul Mullins.

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