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Estate Planner

Estate planners or estate planning professionals specialize in the disposition and administration of an individual's assets at the time following their death. The goal for estate planners is to make sure that client assets are distributed with minimal loss of value to heirs of the estate or as otherwise instructed by the client. Estate planning professionals transfer wealth by utilizing strategies such as trust accounts, insurance policies, wills, powers of attorney, and other estate planning techniques.

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Latest Activity: Apr 5, 2012

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