Access Your Money: Lessons from a Five-Year Inheritance Battle - a podcast by Douglas Goldstein | CFP® | Profile Investment Services

How can a lack of estate planning and clear instructions regarding asset distribution lead to family disputes and disagreements?

Welcome to another episode of The Goldstein On Gelt Show, where we delve into the world of finance, estate planning, and everything in between. In today's episode, titled "Access Your Money: Lessons from a 5-Year Inheritance Battle," Doug shares a cautionary tale of an individual who faced a frustrating and lengthy ordeal to inherit his mother's assets. 

Topics include:

• The importance of proper estate planning and how it can save your loved ones from unnecessary complications
• The consequences of inadequate financial preparation and the steps you can take to ensure a smooth transition of wealth
• How to access your money wisely

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