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How to Protect Your Wealth with Smart Estate and Legacy Planning

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Manage episode 479798580 series 3594109
Content provided by Eric Heckman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Heckman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

If you’re getting close to retirement or already enjoying it, chances are you’ve spent decades building your savings, your home, your investments, and maybe even a business. You’ve worked hard to create a comfortable life – so it’s important to have a solid plan for what happens to your wealth when you’re no longer here.

Estate planning isn’t just for the ultra-wealthy – it’s for anyone who wants to make sure their assets go to the right people, in the right way, and with as little stress and confusion as possible. Tune in to this episode of Wealth Creator Radio to learn common estate planning mistakes, what you need to know about your estate and taxes, and how to make sure your loved ones are set up for success.

Blueprint to Worry Less Wealth

Get your Wealth Creator Toolbox

  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 479798580 series 3594109
Content provided by Eric Heckman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Heckman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

If you’re getting close to retirement or already enjoying it, chances are you’ve spent decades building your savings, your home, your investments, and maybe even a business. You’ve worked hard to create a comfortable life – so it’s important to have a solid plan for what happens to your wealth when you’re no longer here.

Estate planning isn’t just for the ultra-wealthy – it’s for anyone who wants to make sure their assets go to the right people, in the right way, and with as little stress and confusion as possible. Tune in to this episode of Wealth Creator Radio to learn common estate planning mistakes, what you need to know about your estate and taxes, and how to make sure your loved ones are set up for success.

Blueprint to Worry Less Wealth

Get your Wealth Creator Toolbox

  continue reading

70 episodes

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