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EPISODE · Apr 6, 2023 · 5 MIN

How Do I Give Money to My Heirs?

from Well... It Depends! · host John G. Ullman & Associates, Inc.

“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.   This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Give Money to My Heirs?”   This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected]   For a full transcript, click here.

Episode metadata supplied by the publisher feed · Published Apr 6, 2023

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This episode is 5 minutes long.

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This episode was published on April 6, 2023.

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