Take the guesswork out of financial decisions at every stage of life with Maxifi: https://maxifiplanner.com/. Designed by Economist Laurence Kotlikoff.
Professor Kotlikoff is joined by two notable authorities in finance and estate planning: Frank Napolitano and Katie Von Kohorn. Frank Napolitano brings to the discussion his multifaceted experience as a certified financial planner and chartered financial analyst. His expertise shines in asset and risk management, setting him apart as a guiding force for clients navigating the complexities of estate planning and retirement income planning.
Katie Von Kohorn, stands out with her 20-year tenure in trusts and estates law. A trusted advisor to multi-generational families, she wields a depth of knowledge in the intricacies of trust planning, charitable giving, and exempt organizations.
This discussion provides invaluable insights for anyone seeking to understand the significance of estate planning and how to manage their financial legacy responsibly. Whether you're affluent or part of the middle class, the expertise of Napolitano and Von Kohorn will illuminate paths to ensure fair treatment of heirs and secure financial futures.
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Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.
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Follow Professor Kotlikoff:
Facebook: kotlikoff
Twitter: @kotlikoff
LinkedIn: laurencekotlikoff
Substack: https://larrykotlikoff.substack.com/
Books: https://kotlikoff.net/books/
Company: https://maxifiplanner.com/pace Twitter: @kotlikoff LinkedIn: laurencekotlikoff Substack: https://larrykotlikoff.substack.com/ Books: https://kotlikoff.net/books/ Company: https://maxifiplanner.com/ Facebook: kotlikoff Twitter: @kotlikoff LinkedIn: laurencekotlikoff Substack: https://larrykotlikoff.substack.com/ Books: https://kotlikoff.net/books/ Company: https://maxifiplanner.com/
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