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Estate Planning

Creating a robust estate can be the most crucial part of your financial planning.  This protects your legacy and your future generations.  Without proper planning you could encounter high fees in probate.  

Judge and Gavel

​Each individual should have the following to protect assets from probate and honor their last requests.

  • Will

  • Trust

  • Power of Attorney

  • Advance Medical Directives

Judge and Gavel

OLD MIDDIES INVESTMENTS and OLD MIDDIES FINANCIAL SERVICES, LLC are not Broker Dealers.  They provide basic financial literacy and engage in the education of trading and investing in all asset classes.  The information provided is for educational purposes only.  This information neither is, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities, commodities, or currencies.  You shall be fully responsible for any financial decision you make, and such decisions will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs.

SITE LAST UPDATED 16 MAR 2024

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