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cover of episode Estate Planning Made Simple: Secure Your Family’s Future

Estate Planning Made Simple: Secure Your Family’s Future

2025/3/14
logo of podcast iWealth

iWealth

Shownotes Transcript

Building generational wealth doesn’t have to be overwhelming. In this episode of the iWealth Podcast, Brad Connors shares four essential tips to help you create a solid estate plan:1️⃣ Create a will.2️⃣ Set up a trust (if needed).3️⃣ Update your beneficiary designations.4️⃣ Plan for estate taxes.

Whether you’re just starting or revisiting your financial legacy, these practical steps will ensure your hard-earned assets are passed down to the next generation.

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