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Estate Planning

Estate Planning

Wednesday, February 27; 10-11:15am; No Fee; Speaker: Peter Tabet

Join us for an in depth presentation on Estate Planning. Most people associate the phrase “estate planning” with having a will – a legal document that names your beneficiaries and spells out who gets what when you die. And while the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader estate planning strategy to ensure your wishes are known, honored and carried out.

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