Is legacy planning just for the ultra-wealthy? In this episode, host and investment advisor representative, Edgar Torres of Bloom Financial Private Wealth Management breaks down why everyone needs a plan for their assets, wishes, and family harmony. Edgar shares real-life stories about the risks of skipping a will, the importance of updating beneficiaries, and how blended families and verbal agreements can complicate inheritance. Discover the difference between wills and trusts, the role of financial advisors and attorneys, and how technology and AI are changing estate planning. Whether you’re starting from scratch or updating your plan, this conversation offers practical steps for protecting your legacy.

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