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Why Legacy & Estate Planning Should Never Be Overlooked
Manage episode 449785471 series 3561293
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Mike discusses the legacy of Steve Jobs and draws lessons to why legacy and estate planning is crucial in a retirement plan. He emphasizes the need for a solid estate plan to ensure family harmony and protect beneficiaries, especially in cases involving special needs. The discussion highlights the emotional aspects of planning for the future and the necessity of having clear directives to avoid conflicts among heirs.
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