Ep 58: Why Your Investments Matter in Your Estate Plan

from Complete Estate Planning · host Nick Rosenbauer

It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your estate plan, your financial advisor for your investments, your CPA for your taxes, etc. Although all of your professionals should “stay in their own lane”, the work that they do is interconnected. Contact: 513-463-6789 [email protected]

Episode metadata supplied by the publisher feed · Published Jun 2, 2022

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Ep 58: Why Your Investments Matter in Your Estate Plan

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