<p>The greatest danger in estate planning could be the fact that you simply don't know what you don't know. Could there be something missing from the advice you have received? A thorough, detailed discovery questionnaire is essential to eliminate potential issues.</p>

The greatest danger in estate planning could be the fact that you simply don't know what you don't know. Could there be something missing from the advice you have received? A thorough, detailed discovery questionnaire is essential to eliminate potential issues.

7 MINUTE WISDOM PODCAST #5: THE UNAWARE SQUARED TRAP

Welcome to 7-Minute Wisdom, where we simplify Estate and Succession Planning in short, focused episodes. We highlight key issues, uncover risks, and provide clear, actionable steps to protect your family’s future.

It is hosted by Mark Westcott, who has over 30 years of experience guiding business owners to create lasting legacies, and Tom McVeigh, managing director of Life, Legacy, Legal, who has 25+ years of experience in estate and business planning. Get expert advice without the complexity—just practical insights to help you take action.

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Welcome to 7-Minute Wisdom, where we simplify Estate and Succession Planning in short, focused episodes. We highlight key issues, uncover risks, and provide clear, actionable steps to protect your family’s future. It is hosted by Mark Westcott, who has over 30 years of experience guiding business owners to create lasting legacies, and Tom McVeigh, managing director of Life, Legacy, Legal, who has 25+ years of experience in estate and business planning. Get expert advice without the complexity—just practical insights to help you take action.

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7 MINUTE WISDOM PODCAST #5: THE UNAWARE SQUARED TRAP

7 MINUTE WISDOM PODCAST #5: THE UNAWARE SQUARED TRAP