Trusts, Transparency & Smooth Wealth Transition ft. Steve Parr
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Trusts, Transparency & Smooth Wealth Transition ft. Steve Parr
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About this listen
On this week's episode, Lori & Jon welcomed Steve Parr, an Estate Planning and Corporate Lawyer, to discuss the different types of trusts and why open communication is key in estate planning. Steve also shares his expert advice on how families can ensure a smooth and organized transition of wealth, helping to avoid unnecessary stress and conflicts.
Enjoy!
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