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educationJul 26, 20248:27pending

Estate Planning 101

About this episode

In today's episode, Mike gives tips and general advice for those planning their estate. There are many things to consider when planning your estate, from tax planning, IRS codes, legacy plans, gifting and legal issues. This is why it is very important to have a team helping you plan your estate: a tax professional, a financial professional, and an attorney when making these decisions. 

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Estate Planning 101

How to Retire on Time

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