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9/10: The Living Documents of Estate Planning

Financial Wi$e Podcast
Financial Wi$e Podcast
Episode • Sep 10, 2022 • 27m

Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.

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