Article Feature PDF: How to Design a Riveted Estate Plan

Estimated 10 Minute Read Time

Adding purpose to your planning


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Article published by Investments & Wealth Institute


 

David R. York is an estate planning attorney, CPA, author and speaker with more than 20 years of experience. He has worked with over 7,000 clients, including billionaires and business owners, celebrities and sports figures, and entrepreneurs of all shapes and sizes.


A highly sought after speaker, he has spoken on the Ted stage and the Million Dollar Roundtable, the Investment and Wealth Institute and many more.