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Aging & Money

How To Have A Family Meeting About Mom And Dad’s Estate

On this week’s podcast, Estate Planning Attorney, Mark Lewis,  joins Jeff in the studio to explain ways to have a family meeting about mom and dad’s estate.

 

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Transition: What Do You Want Your Legacy To Be

Mark Lewis

Estate planning attorney

Jeff Motske, CFP®

Jeff Motske®

president & CEO

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