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Ep 6: Legacy And Estate Planning
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When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the elements that make up this type of planning and why you should continually make sure these documents are up to date.
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/
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