WISE Financial Strategies

Estate Planning and Revocable Living Trusts


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In this episode, we speak with estate planning attorney, Teresa Shapiro, who brings over 20 years of experience in estate planning strategies within Central Texas.  We discuss legacy planning, estate taxes, and considerations in sheltering your portfolio in a post-pandemic recovery.  Thanks for listening and stay tuned for much more content to come!


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WISE Financial StrategiesBy Cal Burgess