459. Leaving a Financial Legacy: Key Steps

Dr. Addison Killeen discusses the financial aspect of leaving an intentional legacy. Learn four key steps: assembling a trusted advisory team, creating a tax strategy, organizing clear access to accounts, and setting up a trust. Plan today for a meaningful legacy tomorrow.

For more information about Dr. Addison Killeen, visit: ⁠www.addisonkilleen.com⁠ or interact with him on a daily basis at⁠ http://www.DentalSuccessNetwork.com⁠