Episode 107 – Complex Estate Planning: Moving From Vanilla to Advanced
https://youtu.be/WgevrYLBTfg In this episode of Building Wealthy Habits, Laura Lee and Jeremiah sit down with estate planning expert Blake Johnson to break down what happens when a “basic” estate plan becomes a complex estate plan. They cover the real-world triggers for advanced estate planning—from growing net worth and tax exposure to multi-state planning and …
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