Estate Planning Bootcamp for Financial Advisors – Session 1, Part 5

This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved in most estate plans, the elements of a typical will and living trust, and why all estate plans require asset management.

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