Tax Return Treasure Hunt, Part 7 , Estate And Legacy Planning Opportunities

from Growing Your Wealth with Brian Evans · host Madrona Financial Services

In this episode Jeff and Brian discuss the Tax Return Treasure Hunt, Part 7 , estate and legacy planning opportunities. Also retirement planning is evolving - is your advisor keeping up?

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

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Tax Return Treasure Hunt, Part 7 , Estate And Legacy Planning Opportunities

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