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Accumulating Wealth

Ep. 214: Preparing Your Estate Plan

07 Jan 2025

Description

The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating.   LINKS cainwatters.com Submit a Question Facebook | YouTube

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