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Content provided by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Wills & Wishes: The Emotions Behind Assets

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Manage episode 374603644 series 3471204
Content provided by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today I discuss the anxieties many baby boomers face with estate planning and the importance of having those sometimes uncomfortable but crucial conversations that accompany it. Join me as I share relatable experiences from my recent client interactions.

Online Resource:

https://www.elderlawanswers.com/estate-planning/101

  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 374603644 series 3471204
Content provided by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Demars CFP®, MBA, Taylor Demars CFP®, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today I discuss the anxieties many baby boomers face with estate planning and the importance of having those sometimes uncomfortable but crucial conversations that accompany it. Join me as I share relatable experiences from my recent client interactions.

Online Resource:

https://www.elderlawanswers.com/estate-planning/101

  continue reading

9 episodes

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