Download - Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?

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EvoFi: A Finance Podcast for Humans

Business:Investing

Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?

2021-09-27

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The EvoFi team discusses those documents that give you control over your financial and legal affairs if you're no longer with us - or incapacitated. We're joined by Lead Planner, Mike Bennett, of Helios Integrated Planning. That's right: WE ARE TALKING ESTATE PLANS, BABY!