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Giving Well: End-of-year charitable planning

Giving Well: End-of-year charitable planning

by Elliot Kallen | Oct 15, 2021 | A Word with Elliot, Uncategorized

We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities.​​They will love you and you have the opportunity to have a huge impact. Here are just a few ways to make this happen. Think about which charities you...
Season 2, Episode 18: Estate Planning & Living Trusts with Lawrence Beck

Season 2, Episode 18: Estate Planning & Living Trusts with Lawrence Beck

by Elliot Kallen | Aug 27, 2021 | Meet The Expert with Elliot Kallen

Welcome to Season 2, Episode 18 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Larry Beck, Estate Planning & Probate Attorney, to discuss estate planning and how to avoid probate in California. Meet Our Guest Sean Perlmutter Co-Founder, Pivotal...

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