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Level Up - Mark Tepper
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Estate planning is the process of organizing your finances for management during an incapacity or after death. This involves distribution, titling of assets, taxes and the care of your family. Common estate planning documents include a will, power of attorney, advanced medical directive and trust.
 

Equality and Fairness in Transfers to Kids

February 5, 2014

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the last ... Read More

 

Six Estate Planning Questions for Business Owners

September 4, 2013

James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of ... Read More

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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth

Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth

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Tilting the Odds, Mark Tepper

Tilting the Odds: The Keys to Gaining an Investment Edge

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