Taxes, Estate Planning, and Asset Protection

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What to expect

Any good financial plan must address how to preserve what you earn. Though tax law and inheritance laws constantly change, this presentation will give you a clear “big picture” on the basic pitfalls and opportunities in this potentially complicated (yet vital) area of financial planning.

The Secrets of the Great Investors series is a collection of presentations that explain, in understandable language, the strategies, tactics, and principles that have produced great wealth, and how you can improve your financial future. History’s greatest investors used powerful investing philosophies to produce superior results, and you can learn from their successes and mistakes.

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