What if the biggest threats to your legacy aren’t just taxes or probate, but missed conversations and overlooked details? In this episode, Joe Yocavitch welcomes estate and tax attorney Ron Cappuccio to unpack the real-world challenges of wills, trusts, moving states, and inheriting money at the wrong age. Discover why planning ahead, asking the right questions, and working with the right professionals can make all the difference for your family’s future. Learn how to avoid costly mistakes, hidden accounts, and tax surprises—so your wishes are honored and your loved ones are protected.

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