Don P. Martone, CFP®, ChFC®, CLU®

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Articles Posted for the Month of March 2023

Three ways trusts can help — even if you are not rich

Posted Fri, Mar 10, 2023

Trusts can be an efficient way to provide a financial legacy to the people and causes you care about. Plus, there are other benefits you may not have considered, according to Bank of America.

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