Episode 11/9/24 | Scott Makuakane, Est8Planning Counsel LLC

KupunaWiki Radio Show Episode 11/9/24 | In this episode, Scott Makuakane of Est8Planning Counsel LLC breaks down the role of an estate planner and explains it in simple terms for our listeners. He covers the concept of financial boundaries in estate planning, why they’re crucial for creating a solid plan, and common challenges people face when setting these boundaries. Scott shares key steps individuals should take to establish financial boundaries and offers guidance on how often to review and update their estate plans to ensure they remain effective.