• The State of Your Estate: A Mid-Year Check-Up

  • Jul 9 2024
  • Duración: 8 m
  • Podcast

The State of Your Estate: A Mid-Year Check-Up

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  • Resumen

  • Estate planning is one of those tasks that often gets sidelined in the busy flow of daily life. However, it's not just for the wealthy or the elderly. In fact, estate planning is essential for every adult, regardless of the size of your estate or your stage of life. Mid-year, with its natural pause as we leave spring behind and settle fully into summer, offers a perfect opportunity to evaluate and adjust your financial and estate plans. In this episode, you'll learn practical steps to keep your estate well-organized so you can better protect your legacy and your loved ones.

    For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

    Don't forget to leave a review on our Podcast and keep Flourishing!

    Find out more at https://flourish-financially.pinecast.co

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