Wealth Transfer; the Three Essential Questions
from Time, Talent, Treasure Radio
Join Ben Taatjes, CKA® as he discusses the three essential questions when it comes to Estate Planning and Wealth Transfers: What am I stewarding? What do I need now and in the future to live on? And what do I do with the rest? Discover how to plan wisely to ensure that your assets serve your needs during your lifetime, and learn strategies to allocate what remains effectively.
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This episode is 8 minutes long.
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This episode was published on October 29, 2024.
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