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Podcast: Financial Autonomy
Episode:

Inheritances
Category: Education
Duration: 00:07:56
Publish Date: 2023-12-27 04:21:03
Description:

Recently I've had several planning discussions that centered around inheritances. Despite this common core, each discussion was very different. So in this week’s podcast I thought I'd share with you some of the things I'm seeing, and the discussions I'm having with clients. Perhaps they might help you in navigating this area, which can be challenging, with the emotional elements that are often a feature.

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