Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) ›

43:30 | Oct 30th

Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Stree...Show More