“Everyone needs estate planning, whether you have $2 or $200 million. Let’s just talk about what you need and why you need it.”

In the latest episode of Grow Your Business & Grow Your Wealth, host Gary Heldt, sits down with Katherine Sheehan, Managing Director and Wealth Strategist, to break down the importance of estate planning. In the episode, Katherine breaks down key misconceptions about trusts, highlights the importance of healthcare documents, and explains how proactive planning can prevent unnecessary stress and financial burdens for families.

Having a plan in place today can make all the difference tomorrow.

Click here to listen to the full episode.