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Jul 24, 2024 10 min

3 Important Tips to Get Started on Estate Planning

from The Aaron Katsman Show Hosted by Aaron Katsman

Why should you start thinking about estate planning now? Because life is unpredictable, and your legacy matters more than you think. Whether it's protecting your assets, preserving family harmony, or navigating complex blended families, you need to be prepared with a solid estate plan. I'm breaking down the key takeaways from my recent interviews with estate planning pros, and sharing eye-opening insights that could save your family from future heartache. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: [email protected] ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

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This episode was published on July 24, 2024.

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