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Tara Peterson Miekka and Mara Kent discuss useful long-term planning tools with Shannon DeWall.
Talk to Clients About End-of-Life Care and Treatment
On-Demand Seminar (Posted 05/30/19) | Level: Intermediate
Talking to clients about end-of-life care and treatment begins at the first meeting. Our experts explore topics to address in that meeting, what to look for in prior estate plans, and long-term planning tools and options.
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