Estate Planning Collaboration

As financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client’s professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning basics, common misconceptions, and the best approach to building a well-funded life that can be passed on to the next generation.

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