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Steps to Creating an Estate Plan

Steps to Creating an Estate Plan
Sep 21, 2017 · 50m 18s

Creating an estate plan may be done with strategic planning and preparation and may save your family from financial and possible legal conflicts in the future. We have assembled a...

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Creating an estate plan may be done with strategic planning and preparation and may save your family from financial and possible legal conflicts in the future. We have assembled a panel of top experts together to help you understand why and how to create an estate plan. Hear insights from; Chris Savage, Shareholder and Lawyer, Lowe Law Firm, Kate Moss, Relationship Manager and Registered Representative Equanimity Wealth Management, and Scott Danek, Owner of Equanimity Wealth Management.
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Author Spotlight Media Studios
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