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9min chapter
What Makes a Turnaround Work
Motley Fool Money
Navigating the Wealth Transfer Process
This chapter explores the implications of the great wealth transfer and the critical role of effective estate planning. It emphasizes the necessity for families to engage in open discussions about estate plans and financial expectations, particularly regarding inheritance and potential costs of long-term care. Additionally, it offers strategies for managing unexpected financial windfalls, ensuring that financial goals are met while keeping estate plans updated.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode