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The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
Manage episode 424797300 series 2608961
In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.
Contact:
513-463-6789
109 episodes
Manage episode 424797300 series 2608961
In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.
Contact:
513-463-6789
109 episodes
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