Ep 6: Legacy And Estate Planning

When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the...

Episode 6 of the The Heart Of Your Money podcast, hosted by Multiformat Network, titled "Ep 6: Legacy And Estate Planning" was published on June 3, 2021 and runs 10 minutes.

June 3, 2021 ·10m · The Heart Of Your Money

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Summary

When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the elements that make up this type of planning and why you should continually make sure these documents are up to date. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

Episode Description

When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the elements that make up this type of planning and why you should continually make sure these documents are up to date. Contact Info: Call: (856)-751-1771 Website: https://jmlfinancialgroup.com/

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