RETIREMENT DAILY - 4 Key Points for Creating Estate Plans
4 Key Points for Creating Estate Plans
Although tax law may not always be an exciting topic, a comprehensive understanding of it is necessary to maximize the wealth you can pass on to your beneficiaries. Amid this complicated and ever-changing landscape, here are four key points to consider when creating estate plans.
About the Author
Brian K Bruggeman, CFP®, CTFA
Executive Vice President
Chief Innovation Officer
Director of Financial Planning
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