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Free Estate Planning Seminar

Kelleher & Buckley, LLC held a free seminar on Saturday, July 11th discussing how to protect your assets and your family with a sound Estate Plan.

The seminar addressed the use of Revocable Living Trusts, Gifting Strategies, IRA Planning, and other well-established tools to ensure that all you have worked for will not be gone when you are.   We also reviewed how to control your assets and finances so that courts and tax authorities are not left to determine what happens to them after your death.

 

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