Wealth Transfer Plans: Preparing the Next Steward

At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. However, many plans forget to methodically and intentionally prepare the next steward. In this podcast, Ben Taatjes will detail the difference between a wealth transfer plan and an estate plan – and give you ways to make sure your heirs get the best from you while you’re still living.

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