Ep 29: Estate Planning

If you are looking to take control of your legacy and secure your family's future, from the basics of making a will to the intricacies of tax-efficient gifting, we break down what you need to know about estate planning—without the jargon. Perfect for individuals, families, and professionals alike.. Take steps today to protect what matters tomorrow.

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All topics discussed during this podcast are for informational purposes only and do not constitute financial advice.  We recommend when considering financial decisions, you seek the appropriate professional advice.