Brian Smith, CFP® joins Emory Smith, Insurance Consultant, to share estate planning concepts and advanced strategies. They dive into the basic documents everyone should have in place, understanding the differences between a will and a trust, the pros and cons of creating estate documents online, how to avoid probate, estate tax considerations, and more.
Optimizing Your Estate Plan: Concepts and Advanced Strategies
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- Optimizing Your Estate Plan: Concepts and Advanced Strategies
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