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Legacy Life Part 2

Legacy Life Part 2

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In this episode—a joint production with the Legacy Life Podcast—the hosts dive into the complexities and emotional nuances of legacy planning. They explore common misconceptions about wealth transfer and how individuals approach end-of-life planning in vastly different ways. Through personal anecdotes and professional experiences, the advisors illustrate the importance of having clear, intentional conversations about legacy early and often. From forgotten beneficiaries to chaotic probate situations, they emphasize how simple planning steps can spare loved ones years of confusion and hardship. Ultimately, they stress that legacy planning is about honoring people’s values and making decisions now that ensure peace later.


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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.