Legacy Planning for a Surviving Spouse

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Are your clients prepared for the financial implications that the death of a spouse may have? Joining Real Wealth® this episode is Jason Smith, founder and CEO of Clarity 2 Prosperity Capital Advisors and the JL Smith Group, to discuss with us the dangers that a surviving spouse faces, such as decreased income, increased taxes and liabilities, and other risks that your clients need to be aware of to plan for.

 

 


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