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Retirement Tax Services Podcast

Apr 18, 2022

Today we are taking a slight deviation from taxes to discuss legacy planning. Legacy planning is an essential part of any wealth management or financial plan. Done correctly, a legacy plan will ensure that your possessions or wealth will remain with the people to whom you would like to leave them. However, without a legacy plan, you leave your inheritance to chance. To help us discuss this topic in depth is Rod Zeeb, the founder and CEO of The Heritage Institute.