Do You NEED An Estate Plan?

Do You NEED An Estate Plan?

In times of uncertainty, having a solid estate plan in place can provide peace of mind and security for you and your loved ones.

That's why in Episode 67 we brought on guest expert and Estate Planning Attorney, Pamela Higer-Polani, to help us deep dive into the importance of estate planning and why it's essential to invest in your future.

In this episode we explore:

  • The significance of taking the time to work on your estate plan, even when it's a topic we might prefer to push off.
  • Why hiring an estate planning attorney is so important when it comes to protecting your assets and an investment you shouldn't take lightly.
  • How an estate planning attorney can help the process go smoothly, ensuring your estate plan is tailored to your needs, and guaranteeing compliance with state laws.

If you would like to learn more, be sure to listen to the full conversation on Spotify or Apple today!

Until next time!

Bruce

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