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My Money Mentors
Estate Planning for Generational Wealth
Season 1
Episode 105
After an unexpected loss in the family, the Taylors turn to the Money Mentors to take control of their financial future. Their goal is a seamless transfer of generational wealth, by mastering essential documents like wills, trusts, and powers of attorney— to protect their children from the turmoil that may come from medical emergencies or the loss of a loved one.