As a CPA, Patricia Mull has over 35 years of experience working on estates, trusts, and wealth transfer plans. This was her niche as a CPA. She was also one of the co-founders of the Monroe County Estate Planning Council, acting as President and Vice-President of that organization for many years. She is well known and respected for her work in these areas and continues to work with many estate tax attorneys throughout Florida. Working with her to plan an estate, trust or charitable giving strategy, you will get the full benefit of her hard-won knowledge and experience.
- FINANCIAL PLANNING
- IMPORTANCE OF A FINANCIAL PLAN
- IMPLEMENTING AND MANAGING YOUR FINANCIAL PLAN
- CORNER STONES OF FINANCIAL PLANNING
- EDUCATION PLANNING