Advanced Estate Planning Strategies

With larger estates, often come more complicated estate plans. Ben Voelker, director of wealth strategy, is back on this episode of Your Life Simplified to discuss more advanced estate planning techniques and strategies to avoid high estate taxes.

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Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.