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A client can spend his entire career accumulating assets—and then lose them in one nasty lawsuit. Take action now to help clients shield their assets from creditors, as well as from excessive taxation.
Transferring assets to family members with ease involves choosing the technique that works best for your client.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025