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Strengthening Your Legacy Through Estate Planning

August 13, 2026 | In the News

Brian Tullio

Monumental life changes are often the moment people realize their estate plan needs updated, and building a lasting legacy requires keeping your plan current.

Brian Tullio, Partner in Wealth Advisory Services, shared his expertise on estate planning in a recent article for MoneyLion, syndicated by MSN and AOL.

“Most major inflection points in life warrant a review of your estate plan,” he said. “Marriage and having your first child are common life events that prompt individuals to create an estate plan for the first time.”

Read the full article: https://www.msn.com/en-us/lifestyle/other/a-stronger-legacy-doesn-t-require-more-money-it-requires-the-right-trusts-and-wills/ar-AA29Wzbu

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