Whether you're just beginning to think about your legacy or you've already created a trust, this conversation offers actionable insights and expert advice to help you protect your wealth, your wishes, and your loved ones.
🏠 Don't let your wealth become a burden or get lost in probate court. Learn how to create a plan that reflects your values and sets up future generations for success.
If you've never created an estate plan, or it's been years since your last update, this episode is a must-watch. Jason and Alex break down complex financial concepts into clear, relatable advice — all from real-world experience helping clients through life's biggest transitions.
#EstatePlanning #FinancialFreedom #AvoidProbate #WealthManagement #FinancialDetox
👉 Connect with us: 📧 Jason@financialdetox.com 🌐 https://financialdetox.com
More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/
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More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=
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More on IDA Wealth:Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers
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