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Jon discusses the importance of legacy and estate planning and emphasizes the need for individuals to have a will and to consider tax implications for their beneficiaries. The discussion also touches on the significance of making informed decisions about wealth management to ensure that one's legacy is preserved and passed on according to their wishes.
Visit RetirementSolutionShow.com to start building your retirement plan today!
See omnystudio.com/listener for privacy information.
4.1
99 ratings
Jon discusses the importance of legacy and estate planning and emphasizes the need for individuals to have a will and to consider tax implications for their beneficiaries. The discussion also touches on the significance of making informed decisions about wealth management to ensure that one's legacy is preserved and passed on according to their wishes.
Visit RetirementSolutionShow.com to start building your retirement plan today!
See omnystudio.com/listener for privacy information.
55,899 Listeners