Financially Well

Opt for the Difficult Estate Plan


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Without an estate plan, probate can tie up your money for anywhere from three months to five years.

Your family is too valuable to you to settle for that outcome.

Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses how a professional will, trust, and medical directives can fit your unique circumstances.

The right estate plan ensures that you leave a financial legacy that will reflect you.

Welcome to Financially Well, the finance podcast for Millennials.

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Financially WellBy Kevin Mahoney, CFP®