Your Life Simplified: A Financial & Wealth Management Podcast

Estate Planning: Protect Your Legacy & Avoid These Mistakes

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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