Estate & Tax Planning: What Every Family Should Know | Our Daily Show Interview

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Curtis Stephens from Stephens Planning joins us to discuss his formula for helping clients prepare for the future and build confidence in their financial plans. We'll also preview the upcoming Estate and Tax Planning Lunch & Learn on July 10, where Curtis and Estate Planning Attorney Elizabeth "Liz" Heller of Goldenberg Heller & Antognoli will discuss strategies designed to help families protect their assets, preserve their legacy, and better understand how estate and financial planning work together.