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Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whether or not to have outright distributions in your estate plan.

 

About the Host

Peter Keller

Financial Planner

CFP®, AIF®

Peter Keller is a Financial Planner with over 22 years of experience in estate, investment and tax planning strategies. Peter is committed to providing clients with unbiased, comprehensive and holistic solutions to their financial planning...