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Show Notes
On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?
Topics discussed on this podcast:
- Estate Planning
- Personal Statement to My Heirs
- Will
- Legacy
For more information, go to https://www.creatingricherlives.com
#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST