Estate Planning: Protect Your Legacy & Avoid These Mistakes

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Recorded29 Feb 2024

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481625

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No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone's legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid estate planning challenges and give you a guide to help throughout the process.

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