Legacy Planning - Part Two

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Recorded05 Aug 2020

Publishermeaningfulmoney.libsyn.com ↗

Handlerec:8769787

Show notes

Last week we covered the basics of legacy planning, including a very high-level overview of how wills work and inheritance tax etc. The main point though was that estate planning starts with you and what you want to happen. Only once we've established that can we talk about how to navigate the system to make it happen - and we're going to cover that today…

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