Think estate planning is only for the ultra-wealthy? Think again. In this episode, Joe Yocavitch explains why having an updated will, clear beneficiaries, and a legacy plan matters for everyone—not just billionaires like Warren Buffett. From avoiding family drama to preventing your assets from defaulting to the state, Joe shares real-life stories and practical steps to help you protect your wishes and your loved ones. If your will is older than your adult children, it might be time for a review.

Ready to connect with Joe? Click here to get started.

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Think estate planning is only for the ultra-wealthy? Think again. In this episode, Joe Yocavitch explains why having an updated will, clear beneficiaries, and a legacy plan matters for everyone&mdash;not just billionaires like Warren Buffett. From avoiding family drama to preventing your assets from defaulting to the state, Joe shares real-life stories and practical steps to help you protect your wishes and your loved ones. If your will is older than your adult children, it might be time for a review.
Ready to connect with Joe? Click <a href="https://jmlfinancialgroup.com/contact/">here</a> to get started.
Follow us on social media: <a href="https://www.facebook.com/people/JML-Financial-Group-Inc/100069577308963/#">Facebook</a> | <a href="https://www.linkedin.com/in/joseph-yocavitch-4023b513a/">LinkedIn</a>

Welcome to "The Heart of Your Money," your trusted podcast for financial and retirement planning guidance. Join Joe Yocavitch and his son Michael Yocavitch from JML Financial as they delve into essential topics to help you achieve solid financial health and successful retirement planning.

For over three decades, the JML Financial team has been empowering families in Cherry Hill and the surrounding communities to retire with confidence. In each episode, Joe and Michael explore crucial financial concepts and provide actionable advice to help you avoid common mistakes as you approach and navigate through retirement.

Got questions? Reach out to us at 856-751-1771 or email jyocavitch@brokersifs.com. Visit us online at jmlfinancialgroup.com for more resources and information.

Welcome to "The Heart of Your Money," your trusted podcast for financial and retirement planning guidance. Join Joe Yocavitch and his son Michael Yocavitch from JML Financial as they delve into essential topics to help you achieve solid financial health and successful retirement planning.
For over three decades, the JML Financial team has been empowering families in Cherry Hill and the surrounding communities to retire with confidence. In each episode, Joe and Michael explore crucial financial concepts and provide actionable advice to help you avoid common mistakes as you approach and navigate through retirement.
Got questions? Reach out to us at 856-751-1771 or email <a>jyocavitch@brokersifs.com</a>. Visit us online at jmlfinancialgroup.com for more resources and information.

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