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Episode 37: Legacy Planning is About the Future, Not the Past

Episode 37: Legacy Planning is About the Future, Not the Past

Update: 2023-04-28

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Legacy planning is not just for the fabulously wealthy; it's for anyone with assets of value to be gifted.
A well-crafted and executed plan can make your beneficiaries' lives easier to manage in the future, personally and professionally.
What's the difference between a will and a trust?

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Episode 37: Legacy Planning is About the Future, Not the Past

Episode 37: Legacy Planning is About the Future, Not the Past

Kelly Financial Services