• [Replay] Preparing the Family for the Assets

  • Jan 1 2024
  • Length: 10 mins
  • Podcast

[Replay] Preparing the Family for the Assets

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  • Summary

  • If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.

    For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings
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