17 min
Estate Planning: Protect Your Legacy & Avoid These Mistakes Your Life Simplified: A Financial & Wealth Management Podcast
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- Investimenti
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.
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.
17 min