How to Build an Estate Plan That Actually Works

Financial Detox® Show

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Whether you're just beginning to think about your legacy or you've already created a trust, this conversation offers actionable insights and expert advice to help you protect your wealth, your wishes, and your loved ones.

🏠 Don’t let your wealth become a burden or get lost in probate court. Learn how to create a plan that reflects your values and sets up future generations for success.

If you’ve never created an estate plan, or it’s been years since your last update, this episode is a must-watch. Jason and Alex break down complex financial concepts into clear, relatable advice — all from real-world experience helping clients through life’s biggest transitions.

#EstatePlanning #FinancialFreedom #AvoidProbate #WealthManagement #FinancialDetox

👉 Connect with us:
📧 [email protected]
🌐 https://financialdetox.com

More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/

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More on IDA Wealth:Website:
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Disclosure

The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC.

The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change.

IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein.

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