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Taxes play a bigger part for your beneficiaries than you think

Taxes play a bigger part for your beneficiaries than you think

The Legacy Planning Show · Joe Clark

June 18, 202113m 17s

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Show Notes

You love your beneficiaries equally; however, it might not be in their best interest to receive money equally. It is prudent to update beneficiary designations regularly. And do not forget to talk about money before it is too late.

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