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Is Your Estate Plan Liquid?

Estate planning failures are mostly preventable. Over 66% of all estate plans will create a burden on your Trustee or Executor. Most involve end-of-life expenses you are not aware of. Please take the survey below, so we can avoid the potential pitfalls. After completion of the survey, you will be immediately directed to a private 3 minute video regarding the Liquid Estate Plan, (LEP)

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Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

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