Estate & Legacy Planning

I am a big fan of Google, and whenever they ask me to review my account information, they win me over again.

This is the third installment in a three part series about legacy planning.

By Seth Meisler, CFA, CPA/PFS, CFP®

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"The hardest thing in the world to understand is the income tax."

- Albert Einstein

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The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.

This is the first in a series of articles about legacy planning.