Elder Talk

Investing in the Planning Process [Episode 71]

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Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the forms and paperwork that often can be involved in the long-term planning process. As the years go by, it is important to have a plan in place, and Joe talks about the costs that go into the estate planning process and how saving money in The post Investing in the Planning Process [Episode 71] appeared first on Cordell Planning Partners.