Ep 190. Wills and Trusts with Mike Shudel

Back in the studio today is one of our lead financial advisors, Mike Shudel. He’s here to discuss wills versus trusts—who needs what and why getting a proper estate plan in place is crucial. We’ll also highlight our upcoming Tax & Estate Planning class, where you can learn how to protect your assets and ensure a smooth transition for your loved ones. Stay tuned for valuable insights on securing your financial future!