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Fireside Financial EP #9 Protect Your Legacy: Estate Planning Essentials for Families
Manage episode 392861787 series 3008801
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Joe and Regan examine estate planning essentials. They emphasize the significance of having an up-to-date will and stress the importance of clear communication within families.
They also look at the often-overlooked aspect of digital assets, urging listeners to document and share information on online accounts to ensure easy management by their executors.
They advocate for open conversations with family members about estate planning decisions. If you’ve been thinking about estate planning, this is an excellent how-to episode.
Read the full show notes and find more information here: EP 9 Show Notes
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