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Wealthy Behavior

Wealthy Behavior

Heritage Financial Services
Data release: 2025-06-20
© Copyright 2025 Wealthy Behavior
Wealthy Behavior - QR Code
GratisNew
78 episodi
Audio
Ascolta su Apple Podcasts
GratisNew
78 episodi
Audio
Ascolta su Apple Podcasts
Data release: 2025-06-20
© Copyright 2025 Wealthy Behavior
Puntata più recente
Estate Planning Strategies and Common Mistakes

Estate Planning Strategies and Common Mistakes

You can have a solid financial plan and a great estate plan—but if they aren’t aligned, neither may work as intended. Liz Meyer, JD, Heritage Financial’s Estate Planning Specialist, shares strategies to strengthen your estate plan, common mistakes
Durata: 29:10
Esegui
You can have a solid financial plan and a great estate plan—but if they aren’t aligned, neither may work as intended. Liz Meyer, JD, Heritage Financial’s Estate Planning Specialist, shares strategies to strengthen your estate plan, common mistakes, and answers the questions she hears most often.
We cover:
Why estate planning matters—both during your life and afterKey estate planning documentsHow beneficiary designations interact with your estate plan and can override your intentionsWhat is included in your taxable estate and ways to help reduce estate taxesThe annual gift exclusion—how it works and why it mattersWhat to know if you own property in multiple statesHow transparent you should be with your children and family
Don’t wait to protect what you’ve worked so hard for—your family, your future, and your peace of mind.
Send your questions to wealthybehavior@heritagefinancial.net, Visit us at www.heritagefinancial.net.And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.
ID puntata: 1000713816561
GUID: https://blubrry.com/wealthybehavior/146393757/estate-planning-strategies-and-common-mistakes/
Data di pubblicazione: 20/6/2025, 12:45:00

Descrizione

Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.

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