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Aging & Money

Transition: What Do You Want Your Legacy To Be

On this week’s podcast, Estate Planning Attorney, Mark Lewis returns to discuss one of the ultimate transitions to prepare for, your legacy.

 

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®

Featured Advisor Name®

PResident & CEO

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