Ep. 214: Preparing Your Estate Plan

07/01/2025 28 min Episodio 214
Ep. 214: Preparing Your Estate Plan

Listen "Ep. 214: Preparing Your Estate Plan"

Episode Synopsis

The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating.   LINKS cainwatters.com Submit a Question Facebook | YouTube