Next Steps 4 Seniors March 20, 2021 Estate Planning

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Published Mar 23, 2021, 6:42 PM

Wendy’s guest today is an attorney Michael Marsalese he shares information with our listeners on some steps for setting up an estate plan. Michael reviews the most important documents everyone should have, How important it is to have your trust funded, and how a lady bird deed can help you. Tune in to hear good information and steps to take to prepare for the future.

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