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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
Episodes
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
What should advisors know about family limited partnerships?
Andy Weinhaus, a leading estate planning attorney, joins us to answer that question and many more. Learn how he works with Pinnacle's advanced planning team to help advisors provide crucial family limited partnership planning for their clients in preparation for the 2026 estate tax sunset.
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