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CFP-EST: Mastering Core Estate Documents: Wills and Trusts

Marcus: Ava, let's talk about a common situation. A family has a will, and they think their estate plan is complete. But is a will always enough? Ava: That's a common misconception, Marcus. A will is essential. But it’s often just one piece of the puzzle. Take a couple like the Rodriguezes from our…

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