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Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know Nick DeVito, CFP artwork
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Estate Planning & Inheritance: Real Estate Case Study — What You Need to Know Nick DeVito, CFP

Financial Planning Explained by financialplanningexplained

Aug 11, 202629:53Education

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to walk through a practical estate planning and inheritance case study involving a daughter who is trying to piec...