Ocean Current

Episode 8 - Estate Planning at Every Life Stage


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If 2020 has given us anything, it’s awareness that we need to plan for the future. While estate planning may seem like a conversation that we have later in life, there are key considerations that are important to think about at every stage of life. In Episode 8, Cynthia Greenfield talks to Advisor, Zach Mangels, about what we should think about as we hit new life milestones.

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Ocean CurrentBy Private Ocean