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  • The Seven Mandatory Components of a Foundational Plan

  • Benefits of the IRA Inheritance Trust

  • Uncle Sam’s 7 Options for Paying the Estate Tax

  • Advanced Techniques for Estate Planning

  • Asset Protection Planning

  • Steps to Settling an Estate or Trust

  • Common Causes of Action in Estate Litigation

  • Florida Domicile Checklist

  • Multigenerational Planning

  • Seven Mandatory Components of a Foundational Plan / Revocable Living Trust (RLT)

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  • Wyoming Close LLC

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  • "Snapshot" - Estate Planning Snapshot Questionnaire

  • Digital Asset Inventory

  • Personal Property Memorandum - Married

  • Personal Property Memorandum - Unmarried

  • Advantages of Trust Based Planning Over Will Based Planning

  • "Tax Chart" - Gift Estate Inheritance and Income Tax by State 2018

  • 2017 Annual Client Education

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  • Financial Advisor Current Events Update 2nd Quarter 2018

  • Financial Advisor Current Events Update 1st Quarter 2018

  • Financial Advisor Current Events Update 4th Quarter 2017

    FACE 4th Qtr 2017 by Angela Hooper

  • Financial Advisor Current Events Update 3rd Quarter 2017

    FACE 3rd Qtr 2017 by Angela Hooper

  • Financial Advisor Current Events Update 2nd Quarter 2017

    FACE 2nd Qtr 2017 by Angela Hooper

  • Financial Advisor Current Events Update 1st Quarter 2017

    FACE 1st Qtr 2017 by Angela Hooper

  • Financial Advisor Current Events Update October - December 2016

  • Financial Advisor Current Events Update July - September 2016

  • Financial Advisor Current Events Update April - June 2016

  • Financial Advisor Current Events Update January - March 2016

  • Financial Advisor Current Events Update November - December 2015

  • Financial Advisor Current Events Update September - October 2015

  • Financial Advisor Current Events Update July - August 2015

  • Financial Advisor Current Events Update May - June 2015

  • Financial Advisor Current Events Update March - April 2015

  • Financial Advisor Current Events Update January - February 2015

  • Financial Advisor Current Events Update November - December 2014

  • Financial Advisor Current Events Update September - October 2014

  • Financial Advisor Current Events Update July-August 2014

  • Financial Advisor Current Events Update April-May-June 2014