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Financial Wellness: Family Meeting

Financial Wellness: Family Meeting

Episode 1336 Published 2 years, 1 month ago
Description

Communication is key. Are we communicating our wishes properly to family members when preparing estate documents, to ensure our wishes are carried out in case something happens? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.


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