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Legacy Planning: Creating a Positive Impact for Loved Ones
How do you leave a lasting legacy and set your family up for future success? In this episode of Your Money. Your Mission., Joe Maier, an attorney and Wealth Strategy Director at Johnson Financial Group, helps guide you through the importance of legacy planning. Listeners will learn the pitfalls to avoid, including how to communicate with family members, the importance of the right estate planning documents and separating asset ownership from decision-making. This episode provides the guidance you need to secure your family's financial future while leaving a meaningful legacy.
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