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Listen "The Importance of Legacy Planning Part 2"
Episode Synopsis
This week, Joseph and Kris Cervinka continue their discussion of essential strategies for protecting retirement savings and estate planning. They explore methods to avoid probate without a will, the importance of trusts, and various tax strategies to optimize retirement income. The conversation emphasizes the significance of understanding asset management and the benefits of life insurance in estate planning.Reach out to the Kingsguard Capital J-Team at 804-886-1196
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