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Financial Wellness: Family Meeting

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Money and Law

Helping Families Protect Their Legacy! Making an estate plan is a big and important step; a step that no one should take without being informed. Get t 
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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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