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Round Table | Best Practices for Year End Wrap Up

The Wealth Without Wall Street Podcast

CHAPTER

Estate Plan Review - Is This Your Last?

As you get to the end of the year and you're planning, you have to ask yourself, is this year going to be your last? And again, I know this is a morbid topic and that a lot of folks don't like talking or even thinking about mortality. So when it comes to an estate plan, so many people like to set it and forget it but it's so important to review it annually along with everything else.

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