Broker Check

Podcast - Ep 5: Wills & Trusts

| February 18, 2021
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On This Episode:

Mark and Todd talk about an often overlooked and rarely discussed topic of wills and trusts. They discuss how important it is to sit down with a trusted advisor when it comes to putting together these documents, as well as why you should review them every so often in case changes need to be made as our lives change.

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