Latest / The MedTech Wealth Advisor Podcast
Estate Planning: Beyond the Basics with Jen Santini, J.D. (Ep. 18)
Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D. gets into advanced estate planning strategies for MedTech professionals and entrepreneurs. They explore the critical roles of wills and …
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