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Basics of Estate and Trust Planning


Mar 23, 2021 11:35 AM

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. The Law Offices of Kevin H. Cohen, P.C., Lob Planning Group and Stratos Wealth Partners are separate entities from LPL Financial.


Paul Tramontozzi, CFP®
Wealth Advisor
Artem Djukic, Esq
Estate Attorney @The Law Office of Kevin H. Cohen