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Planning with a Purpose – The Importance of Estate Planning & Asset Titling
Автор: Parr McKnight Wealth Management Group
Загружено: 2024-08-13
Просмотров: 30
Описание:
Tony Parr, Partner, & Nelson Moen, Financial Advisor, share their thoughts around the importance of proper estate planning and asset titling. Using our planning software, eMoney, they illustrate how combining these two areas properly potentially can save a family nearly $200,000 in estate taxes owed.
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