Beau Ruff, J.D.*, LL.M., CFP®
Director of Planning

Settling an estate often involves a variety of legal, financial, and administrative responsibilities. In this webinar recording, we discuss the steps that may need to be taken following a person’s death, explore how estate administration can vary depending on an individual’s assets and circumstances, and provide an overview of the probate process. The session offers educational insights into common estate settlement considerations for individuals and families.

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