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View your free books below. Please contact Michael Kennedy at michael.kennedy@moffitt.org if you are having any issues or have questions. We would be happy to help.
Book 1: Lesson Book
Learn how to:
- Set family goals and create a smart estate plan.
- Lessen tax burdens.
- Use trusts to support you, your family and loved ones.
Book 2: Record Book
A tool to help you:
- Keep a digital record of important information.
- Organize everything in one place.
- Easily update records.