Jillian Erika Dart, Esq., CTFA, AEP
®Senior Vice President, Manager of Trust and Estate Solutions
[email protected]The experts of this show featured Jillian Erika Dart, Esq., CTFA, AEP, Senior Vice President, Manager of Trust and Estate Solutions, and Ramona Green, CTFA, Vice President - Trust Officer.
Broadcasted on July 29, 2023.
For questions, feel free to contact Jillian Erika Dart or Ramona Green.
| Social Security - No One Size Fits All Approach |
Audio Clip |
| Part 1: Estate Planning Basics |
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| Part 2: Creating a Will and Considering Your Assets |
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| Part 3: Beneficiaries and Distributing Your Assets According to Your Wishes |
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| Part 4: Special Asset Considerations and Next Steps |
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