Author: levinefinancial

Estate Planning 101

As a Physician, you’ve spent the better part of your life building up assets and providing for your family. All too often people don’t think about what happens when they pass away and how to plan. There are two parts of estate planning. First, you need a Will. Second, you need to understand what happens to your assets when you pass away and how can you can plan to reduce the tax burden. A WILL Your Will is your final…

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