How current is your estate and wealth plan?

Message us!Click here to view the accompanying PDF. In this episode, Shane Miller and Bree Miller sit down with Shawna Rinehart from Harris, Finley & Bogle to discuss estate and wealth plans. Is yours up to date? How can you make it more up to date? And what are the implications if you do and don't. Listen in to learn more and reach out to a WPWealth advisor for more guidance on your specific situation.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!