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Educational Resources

Educational Video: Financial Planning

Developing Financial Literacy: Estate Planning
This video is geared towards Hispanics who have accumulated wealth in this country and now want to protect it and pass it on to their heirs as efficiently as possible. It also addresses the very basic estate planning functions including having a will, the purpose of a power of attorney, estate taxes, the purpose of trusts, and the benefits of planning and working with trained professionals.

 

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