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Dec 24, 2021

CNN’s Anderson Cooper comes from a very rich family.  His mother was heiress and fashion designer Gloria Vanderbilt.  But if you think he inherited a chunk of money upon her passing, think again. In fact, Cooper tells People magazine that he plans to do the same with his son.  For those following a similar route with their children or grandchildren, hear how Steve can help you create an tax efficient estate plan. 

Someone asked Market Watch how often they should be sitting down with their financial advisor.  That’s a fair question - how often are you in touch with your clients?