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Description

Laura, Jeremiah, and Randy discuss legal considerations for widows and survivors in this episode of Building Wealthy Habits. They cover topics like property titling, beneficiary designations, taxes after death, and updating estate plans. Jeremiah emphasizes the importance of both spouses being engaged in financial planning while alive. The crew explains how life insurance can provide crucial support for surviving family members. They advise listeners to take time before making major decisions after a loss. Overall, the episode provides helpful guidance on navigating important financial matters that arise when losing a spouse or partner.

 

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