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内容由Joseph Curry and CFP Professional提供。所有播客内容(包括剧集、图形和播客描述)均由 Joseph Curry and CFP Professional 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep #98: Estate Planning 101: What to Include in Your Will

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Manage episode 429480219 series 3008801
内容由Joseph Curry and CFP Professional提供。所有播客内容(包括剧集、图形和播客描述)均由 Joseph Curry and CFP Professional 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider.

We discuss the importance of including digital assets in your will and the benefits of secondary wills for business owners to avoid probate fees on business shares. We also remind listeners to review and update their estate plans regularly to ensure they remain current and effective.

Read the full show notes and find more information here: Ep 98 Show Notes

  continue reading

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Manage episode 429480219 series 3008801
内容由Joseph Curry and CFP Professional提供。所有播客内容(包括剧集、图形和播客描述)均由 Joseph Curry and CFP Professional 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider.

We discuss the importance of including digital assets in your will and the benefits of secondary wills for business owners to avoid probate fees on business shares. We also remind listeners to review and update their estate plans regularly to ensure they remain current and effective.

Read the full show notes and find more information here: Ep 98 Show Notes

  continue reading

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