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Simple Steps for Exiting Your Business: Estate Planning
Online Course
Estate Planning building blocks
Duration: 30 Mintues Take the course
About the course

This module discusses multiple future planning scenarios, including the difference between estate reduction, liquidity and equalization, and the planning documents needed to leave a lasting legacy. 

You'll learn:

  • What your estate plan should accomplish
  • Documents you’ll need
  • Important considerations to keep in mind

 

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