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PROGRAM CATALOG

Top Ten Estate Planning Blunders   

This seminar will review the fact that, despite properly drafted documents, such as Wills and Trusts, there are problems in estate planning that can cost you and your family thousands of dollars. Ramifications of asset titling, beneficiaries of IRAs and life Insurance policies, and jointly held accounts will be discussed with respect to the planning process. Some of the most common mistakes can easily be corrected with the help of a professional.
 

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