The Intangible Balance Sheet Podcast

Episode 61: Closing Out An Estate - What to do with all the "Stuff"


Listen Later

Welcome to this week's episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! Have you ever wondered what will happen with all your "Stuff" when you or a loved one passes away? Listen in today to my conversation with Jeff Lambert of LHT Consulting Group for creative ideas on how to pass on possessions in ways that bring your family closer together and honor the legacy of your loved one. Feel free to pass on your thoughts and also subscribe to my Wisdom and Wealth Newsletter. As always we are wishing you continued Truth, Beauty and Goodness on the road ahead. 

Please feel free to like, and share this episode as well as subscribe to our channel!  

JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

Music by bensound.com


Music by bensound.com




...more
View all episodesView all episodes
Download on the App Store

The Intangible Balance Sheet PodcastBy Joshua Klooz

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like The Intangible Balance Sheet Podcast

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners