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Listen "Leaving a Legacy"
Episode Synopsis
For many, leaving a legacy to your spouse, family or charity is built within your long term planning. But more than just assigning a beneficiary, your legacy will need to project market inflation, routine audits and even thinking outside the box of just your assigning your assets.
Mercurio Advisor, Alan will chat with host, Tony Vanetti and go over ways to maintain and grow your legacy, account for market changes, and even add items like your airline miles!
Mercurio Advisor, Alan will chat with host, Tony Vanetti and go over ways to maintain and grow your legacy, account for market changes, and even add items like your airline miles!
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