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Danville|Local Event

Estate Planning - Control, Liquidity and Continuity

Estate Planning - Control, Liquidity and Continuity

Event Details

Online via Zoom
More info here

Estate Planning is about Control, Liquidity, and Family Continuity:

  • Liquidity at death vs asset-rich / cash-poor estates
  • What trusts do not solve
  • Coordinating protection with estate plans

My Business Partner, Geeta Noori, and I will talk about Estate Planning and the role of real estate.

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