Economics PhD, CFP, and President of Lyon Financial Planning, Jay Abolofia shows you how to do estate planning using MaxiFi Planner's new spending cap and other unique features.
Using MaxiFi to do Estate Planning Print
Modified on: Fri, 6 Jun, 2025 at 10:10 AM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.