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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.

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About the Author

Brian K Bruggeman, CFP®, CTFA

Brian K Bruggeman, CFP®, CTFA
Vice President
Director of Financial Planning
Walla Walla

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