Wealth Rewired

Navigating Estate Planning


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In this episode of Wealth Rewired, Mark Robinson discusses the critical aspects of estate and legacy planning. He emphasizes the importance of organizing personal affairs before passing, including creating a comprehensive estate planning questionnaire, discussing legacy goals, and ensuring family communication regarding wills and assets. Mark also highlights the emotional aspects of legacy planning, encouraging listeners to reflect on their values and the messages they wish to leave behind. He concludes with considerations for managing social media after one's passing and the importance of annual reviews of these plans.

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Wealth RewiredBy Mark & Billie Robinson