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Estate Planning: Control Your Legacy or Let Chaos Decide?

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内容由Tania Brielle提供。所有播客内容(包括剧集、图形和播客描述)均由 Tania Brielle 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

Estate Planning: Control Your Legacy or Let Chaos Decide?


Think estate planning is just for the ultra-wealthy? Think again. Without a plan, the governmentor worse, family conflictwill decide what happens to your assets and loved ones. The real question is: Are you in control, or are you leaving it to chance?


In this powerful conversation, Tania Brielle Mabrey, Founder of Wisdom Then Wealth, sits down with Lisa McCurdy, founder of The Wealth Counselor, to break down the essential steps for securing your legacy. From avoiding legal nightmares to ensuring your wishes are honored, this episode reveals the strategies every family needswhether youre just starting out or already building generational wealth.

What youll learn:
The biggest estate planning mistakes that leave families in chaos
How to make tough conversations about wealth and legacy easier
Why updating your plan regularly is non-negotiable
The power of estate planning to shift your familys financial future

Dont wait for a crisis to start planning. Protect your loved ones, safeguard your assets, and take charge of your financial legacybefore someone else does.

Listen now for expert insights and real-world strategies!
Dont forget to like, subscribe, and drop a comment: Whats one step youve takenor need to taketo secure your legacy?

#EstatePlanning #WealthBuilding #LegacyPlanning #WisdomThenWealth

  continue reading

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on January 22, 2025 11:13 (23h ago)

What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 462475810 series 3640980
内容由Tania Brielle提供。所有播客内容(包括剧集、图形和播客描述)均由 Tania Brielle 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

Estate Planning: Control Your Legacy or Let Chaos Decide?


Think estate planning is just for the ultra-wealthy? Think again. Without a plan, the governmentor worse, family conflictwill decide what happens to your assets and loved ones. The real question is: Are you in control, or are you leaving it to chance?


In this powerful conversation, Tania Brielle Mabrey, Founder of Wisdom Then Wealth, sits down with Lisa McCurdy, founder of The Wealth Counselor, to break down the essential steps for securing your legacy. From avoiding legal nightmares to ensuring your wishes are honored, this episode reveals the strategies every family needswhether youre just starting out or already building generational wealth.

What youll learn:
The biggest estate planning mistakes that leave families in chaos
How to make tough conversations about wealth and legacy easier
Why updating your plan regularly is non-negotiable
The power of estate planning to shift your familys financial future

Dont wait for a crisis to start planning. Protect your loved ones, safeguard your assets, and take charge of your financial legacybefore someone else does.

Listen now for expert insights and real-world strategies!
Dont forget to like, subscribe, and drop a comment: Whats one step youve takenor need to taketo secure your legacy?

#EstatePlanning #WealthBuilding #LegacyPlanning #WisdomThenWealth

  continue reading

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