459. Leaving a Financial Legacy: Key Steps

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Recorded22 Nov 2024

Publisheranchor.fm ↗

Handlerec:9284269

Show notes

Dr. Addison Killeen discusses the financial aspect of leaving an intentional legacy. Learn four key steps: assembling a trusted advisory team, creating a tax strategy, organizing clear access to accounts, and setting up a trust. Plan today for a meaningful legacy tomorrow. For more information about Dr. Addison Killeen, visit: ⁠www.addisonkilleen.com⁠ or interact with him on a daily basis at⁠ www.DentalSuccessNetwork.com⁠

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