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Legal & Tax Advisory Group Sets Sights on Ethical Wills

Bailey Cavalieri estate attorney Jonathan Murphy spoke about digital assets and estate planning at the March 15 lunchtime meeting of the Foundation’s Legal & Tax Advisory Committee. The Committee, comprised of legal, accounting, insurance, and financial planning professionals, meets next on June 14 for a presentation on ethical wills by financial planner and attorney Mark Coffey, of Summit Financial Strategies.

 

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