The Advisor's Guide to Estate Planning

Yohance Harrison | Money Script Wealth Management


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Description:

Join Ariel, Mike & Yohance Harrison from Money Script Wealth Management as they explore

estate planning, offering expert advice & real stories highlighting the crucial role of financial advisors.

Learn why estate planning is vital for everyone, safeguarding assets & ensuring your wishes are honored.

Key Topics: Importance of estate planning for all, common misconceptions, financial advisors' role, real-life examples.

Show Highlights: Introduction & estate planning's significance, personal stories & insights, financial implications of illness, importance of financial preparedness, using personal examples, addressing financial advisors' role.

Expert Insights:

"Estate planning is crucial for everyone."

"Financial advisors guide clients in estate planning."

"Personal experiences highlight the need for proactive planning."

Closing Note:

Planning your financial future? Estate planning protects assets & ensures your wishes are honored. Whether starting or updating your plan, these insights can guide you. Stay tuned for more advice & stories on estate planning.


Have questions? Find us at encorestateplans.com

See you in the next episode!

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