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Estate Planning is much more than just Wills and Trusts.  A well-designed estate plan should be a combination of legal documents and strategies as well as financial strategies and products.

Join us as you hear from two experts on this matter; Josh Goldglantz, Partner at Gunster Law and Mickey Rosenzweig, CLU, ChFC, AEP of RFS, 

Josh and Mickey will address the most common pitfalls they see with an estate plan as well as some timely tax strategies.  

Josh Goldglantz and Gunster Law are not affiliated with HTK.