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Podcast: The Life and Legacy Show
Episode: You Deserve a Fully Loaded Toolbox
Description: For years there was something that bothered me about my estate planning practice and I could never quite tell what it was. We had lots of clients. They chose the plans they though fit the need. What was wrong?The problem was that the clients didn't know what they needed. How could they? They don't have a crystal ball and they don't know what problems they will face in the future. It was all a guess about which tool they may need.  So, we eliminated the guessing game. We just provide a toolbox to our clients t...