Episode 21 – Estate Planning as a Team Sport (Part 2)

from Into the Woods · host Woods Oviatt Gilman

In Part 2 of their teamwork series, Dave Shaffer and Hannah Cannon discuss estate administration, tax filing requirements, and the importance of working with financial advisors—plus a $21 million lesson about fiduciary duty.

Episode metadata supplied by the publisher feed · Published Mar 3, 2026

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Episode 21 – Estate Planning as a Team Sport (Part 2)

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