Money Mindset Mastery

The Hidden Cost of Probate


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In this episode, we unravel the complexities of estate planning, revealing why your will might not be the final say in your legacy. Discover the hidden challenges of probate, the pitfalls of joint ownership, and the power of beneficiary designations. We also introduce the advantages of segregated funds, offering a smarter path to ensure your assets are passed on efficiently. Tune in to learn how structuring your legacy can make all the difference for your loved ones.

#EstatePlanning #Legacy #FinancialWisdom

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Money Mindset MasteryBy Jim Lao and Ryan Genoe TvH CacheFlo Solutions