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Program Description
Event Details
The "Creating Your Estate Plan" presentation is designed to help people to better understand the basics of estate planning, so they can consider the options that make the most sense for their specific situations. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.
Presented by Danilise Diaz, AAMS™, CPRC™, AWMA™
An Edward Jones Financial Advisor