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Thank you for listening to Your Life, Simplified...a podcast about putting life in perspective and having a game plan. To sign up for our monthly newsletter containing additional information to help make your life easier, visit our website. In addition, be sure to subscribe so you don't miss an episode.

Feb 29, 2024

No one likes planning their mortality, but this is not time made but time spent. The challenges
and financial strain without proper planning can, unfortunately, leave a stain on someone’s
legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by
Michelle Cross, senior wealth advisor. They discuss ways to avoid estate planning challenges
and give you a guide to help throughout the process.