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Dec 14, 2020

A story on Fox Business had an interesting take on estate planning.  It said your legacy isn’t just the money and assets you leave behind – it should also be an effort to leave your family “intact as allies, instead of adversaries.” 

Kevin explains how his 6 pillar planning process and how it can help create a full blown customized plan to prepare your income plan, tax plan, healthcare plan and your estate plan!