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Jul 29, 2019

Have you thought about putting together an estate plan to protect your family and your assets? Get this, Ameriprise Financial says 5% of Americans plan on leaving money to their pet(s)!  Do your clients typically have specific ways they want to pass down an inheritance? Plus, why Kevin’s 6 pillar planning process...


Jul 1, 2019

It’s the biggest generational wealth transfer in history! Baby boomers will leave an estimated $68 trillion dollars to their children, yet many will make big mistakes in the way they set up their inheritance, meaning their children will lose lots of money to taxes. How can you make sure you don’t make this mistake?...