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Welcome to another insightful episode of The Legacy Talk Podcast! In this episode, we have the privilege of having Melissa Financial Advisor vs. Estate Planning Attorney

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Thank you for watching, we look forward to connecting with you soon! Remember, the only way to enjoy life is to create the time. Financial Advisors and Estate Planning: A Lawyer's Take #podcast #estatelaw #investing#finance

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Financial and Estate Planning Council of Metro Detroit, Inc On this week's episode of "Financial Planning: Explained", host Michael Menninger, CFP is joined by Nick DeVito, CFP. Nick is a 00:00 Intro 00:26 Client's with Advisors 02:51 Working with a Planner 05:03 Worth It? 06:08 Do Your Homework 06:56 Stories of

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Join Certified Financial Planner® Vince Darling '19 of Focus Financial and Estate Planning Attorney Elizabeth Scott from Heley, Financial Planning vs Estate Planning - Dario Kerkez, CFP® Estate Planning: Wills vs Trusts

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Estate planning dictates how a person's assets get distributed after they pass away. In contrast, financial planning focuses on strategies for managing and Who are we? We are an estate planning law firm in Southern California, specifically the Antelope Valley. Why are we here?

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Estate Planning VS Financial Planning