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Five critical questions in Estate Planning – Susan Hartley-Moss

If the professional is not schooled at having non-tax discussions, then the conversations will naturally gravitate to what the professional knows. And the process of exploring other critical questions will never materialize.

Step one is really addressing the ‘why’ and worrying about the ‘how’ thereafter.

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#EMM #EMMWealth #SusanHartley #SusanHartleyMoss

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