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3 Estate Planning Strategies for Wealthy Investors in 2020

Released on Wednesday, October 14, 2020ESTATE PLANNING
In this presentation, Cory Grant, founding partner and shareholder of SafeMoney, LLC, will teach you how wealthy families reduce the impact of taxes while retaining control of the family estate. You will be shown three tried-and-true methods that use the tax code to your advantage to increase what you keep and leverage and protect what you leave to your heirs.

Cory Grant
Grant Partners, Inc., Founder

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