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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Jun 29, 2023

With larger estates, often come more complicated estate plans. Ben Voelker, director of wealth strategy, is back on this episode of Your Life Simplified to discuss more advanced estate planning techniques and strategies to avoid high estate taxes.