Ep 096: Preserving Your Wealth for Your Heirs


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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

109 episodes available. A new episode about every 7 days averaging 36 mins duration .