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Legacy Wealth Transfer Mistakes That Can Cost You Big, with Ron Phillips
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Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking with Ron Phillips, CEO of RP Capital, a real estate brokerage, about his client who passed away, without his family even knowing what assets he had, or what to do with them, and it almost cost them a ton in taxes! You’ll find out the hoops they had to jump through afterwards, so you and your family can be much better prepared.

Tune in now to watch what happens! You’ll find out the costs of not preparing and communicating your legacy well, so you can avoid the most common legacy wealth transfer mistakes and ensure your assets do the most good for your family, even after you’re gone.

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