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Estate Planning Issues
A discussion of the most common estate planning issues often overlooked.
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FinServe Ambassador Talks Coordinated Legacy Planning
View DetailsMarch 17, 2020
Jeff Levine, CPA/PFS, CFP®, director of advisor education at Kitces.com joins Sophia Duffy JD, CPA, for a discussion on what families without a taxable estate should consider.
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FinServe Ambassador Talks Coordinated Legacy Planning
View Details