Your Life Simplified: A Financial & Wealth Management Podcast

Creating Your Estate Plan


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While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can make a significant impact on how your wealth is transferred and helps ensure that your wishes are followed. Ben Voelker, director of wealth strategy, joins this episode of Your Life Simplified to share what you should consider when creating your plan.

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Your Life Simplified: A Financial & Wealth Management PodcastBy Mariner

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