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Posts by Patrick O'Toole

  • Updating Beneficiaries Key to Estate Planning
    Posted by Patrick O'Toole

    It is such an easy thing to forget. Each time you establish a new account, amid the slew of paperwork is a seemingly innocuous entry field that can have a major impact...

  • Lock in Stock Gains and Help a Neighbor in Need
    Posted by Patrick O'Toole

    With the Dow Jones Industrial Average surpassing 17,000 for the first time in history, many stocks have seen double-digit increases over the past year. Your...


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