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Professional Edge

Professional Edge

Wealth Alignment™ - Estate Planning S2

· 14 min · Season 2026 Episode 20300

Show notes

No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. Here is the real "gotcha": Wealth Alignment™ - Estate Planning. This is the next level of estate planning. Implement asset protection trusts and testamentary trusts so the surviving spouse cannot leave everything to the new spouse that you worked your lifetime to accumulate. Protect your estate from your spendthrift kids. Protect your assets for your surviving spouse who may not be able to…

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