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How values make death and taxes riveting party conversation

Robert K. Musgrave, MBA, Ph.D.

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Learn to use values-based questions to engage clients in an entirely new, personally fulfilling way. Learn how taxes and insurance can be used to fund multigenerational family foundations and transfer family values. Discussing death and taxes will never be easy. But when approached with the right questions, good information and great solutions, families, charities and advisors all benefit. You make the difference.

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