Estate Planning Myths: Why Every Family Needs a Legacy Strategy
Description
Think estate planning is only for millionaires? Think again! Ken and Nick Tumolo explore why legacy planning matters for families of all sizes and asset levels. Discover how trusts, wills, and smart strategies can protect your loved ones, minimize taxes, and safeguard your retirement savings from long-term care costs. Real-life stories show how giving early, using insurance, and planning ahead can create a living legacy you’ll witness and cherish.
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Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.
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United States
