The Total Counselor Allen Margulis continues the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Values and end of life planning are highlighted in this show. He also touches upon the plans of parents for bestowing those values on younger children and how estate planning documents and choices can make that happen. Our guest today is Brad Williams from Boston Portfolio Advisors, LLC. Sit back and enjoy another Total Counselor Show.
