Artwork

Content provided by Mariner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mariner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Estate Planning: Protect Your Legacy & Avoid These Mistakes

17:22
 
Share
 

Manage episode 403895509 series 2284404
Content provided by Mariner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mariner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid estate planning challenges and give you a guide to help throughout the process.

  continue reading

145 episodes

Artwork
iconShare
 
Manage episode 403895509 series 2284404
Content provided by Mariner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mariner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid estate planning challenges and give you a guide to help throughout the process.

  continue reading

145 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide