Ep. 214: Preparing Your Estate Plan
Jan 07, 2025•28 min•Ep. 214
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Episode description
The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating.
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