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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