The importance of succession planning

Strategic Wealth
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It’s a difficult topic, but one that’s important to talk about with aging parents. Transitioning assets among loved ones can be a tough conversation. However, having it early can prevent financial problems that could arise while a family is dealing the grief of losing a loved one. Mike Reeves of Strategic Wealth Designers joins us to discuss the importance of succession planning. Mike, what’s the first step to start this conversation?

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