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E-Mail Subject: National Brokerage Webcast - Estate Planning - 101
 
E-Mail Message: Estate Planning - 101
Recorded On: 6/10/2015
Presenters: Chris Kincaid, Dustin Huston
Level: Overview
Keywords: Marketing/Product Ideas

No matter your client's net worth, it's important to have a basic estate plan in place.

Many clients ignore the crucial importance of estate planning. The reality is that nearly everyone can benefit from a well-crafted estate plan.

  • Estate taxes
  • Wills
  • Trusts
  • Probate

Watch as we cover the basics of estate planning and how to use life insurance for estate planning purposes.

 
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