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The Foster & Motley Podcast
The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®

What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®


You've taken care of your will, power of attorney, and established a trust, but there is one more document you should consider as you think through your estate plans: a family letter. In this episode, Zach Horn, MBA, CFP®, CMFC®, emphasizes the significance of having a family letter as a supplement to your estate planning …

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