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Basic Estate Planning Strategies

Thursday, March 19, 2009D. P. Culp Center, The Forum, Thrid Floor This seminar describes estate planning, how assets pass at death, the importance of asset titling and beneficiary designation, the basics of estate tax and the gift tax, and common uses for insurance in estate planning. The seminar is conducted with a Financial Advisor and an Estate Planning Attorney. This is a great seminar which covers a topic most people are very interested in, but rarely take the time to investigate due to the expense involved in consulting an attorney

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