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155: Estate Planning for Equity with Cecilia Amo

What the Fundraising

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Exploring Estate Planning and Generational Wealth

The chapter focuses on the terms and associations related to estate planning and generational wealth. It discusses the influence of culture on transparent conversations about these topics and offers insights on approaching difficult discussions about estate planning with aging parents and partners. The chapter also highlights the importance of education on estate planning and addresses equity and bias issues in legacy conversations.

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