Podcast #43 with Carisa Bertrand: Estate Planning Basics
In this episode, we dive deep into the nuances of estate planning, shedding light on the critical elements required to create a comprehensive and effective plan. Many individuals believe that having a trust negates the need for a will; however, understanding the intertwined nature of these documents is essential. A
Branden DuCharme, CMT
January 8, 2025