Jim's Take
Vaughan & Co. Securities, Inc. presents "Jim's Take" an investing and financial planning podcast series.
Jim's Take
Estate Planning Part 1
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James Vaughan and Tyler Kennedy
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This is the first episode in a four-part series. Jim and Tyler explain key concepts and documents when preparing your estate plan. The goal of this episode is to prepare our listeners for when they meet with an attorney. Attorneys get paid by the hour so it is important to be prepared before the meter starts running.
