July 02, 2018
The Dentist’s Financial Playbook: Establishing an Estate Plan Aligned With Your Objectives
Comprehensive and complete estate plans are essential, because the transfer of assets upon death is complicated at all levels of wealth. In this ninth video, Tom Bodin discusses the estate planning process and the concerns and solutions practice-owning dentists should consider. He also presents an overview of the key documents that make up a solid estate plan.
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ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
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