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Dan Peare Offers Estate Planning Insights

Jun 12, 2009 - News by

Friday, June 12, 2009

Even in difficult economic times, Dan Peare is focused on the responsibility of looking after the financial well-being of his clients. Recent economic events have caused many people to reevaluate their investment portfolios in the interest of preserving their assets. Dan provides his clients with strategies to weather the current economic climate and emerge financially stronger than they were before.
“The current economic situation is an unprecedented, once-in-a-lifetime opportunity for the transfer of wealth to future generations,” said Peare. “While the current situation may seem grim, the downturn of the economy provides the ability to protect asset growth through an irrevocable trust, which can be extremely beneficial to the investor over the long-term.”
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