Tax and Estate planning: the default won't cut it with David Haughton
Retirement Tax Services Podcast
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Navigating Estate Planning Essentials
This chapter explores the critical need for estate planning across all financial backgrounds, debunking myths and emphasizing the importance of legal documents. It highlights the roles of financial advisors and attorneys in crafting a cohesive estate plan while addressing the implications of tax laws. The discussion also introduces innovative platforms that streamline the estate planning process, fostering collaboration for better outcomes.
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