Purposeful Estate Planning: How to Help Clients Leave a More Conscious Legacy | with Curtis Kaiser
Автор: Bill Gross Probate
Загружено: 2025-12-21
Просмотров: 8
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Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis works with his clients and their trusted advisors to create and evolve estate plans that help to minimize taxes, costs, and complications, while maximizing simplicity, ease of implementation, and family harmony. Kaiser Law Group’s Legacy Program is perpetually adaptable to serve the client’s needs and life circumstances. This client-centered model is designed to help families accumulate and sustain family wealth in all of its forms, across generations.
Connect with him on LinkedIn: / curtiskaiser
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