Ep 096: Preserving Your Wealth for Your Heirs
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Manage episode 227759855 series 1434342
Preserving your wealth for your heirs:
- Tips to avoid contested wills and navigating the legal process
- Distribution of assets
- What’s in a trust and why it matters
- Review your beneficiary designations and get organized
- Sage advice: Be the best example to your kids
100 episodes