Baltimore Washington Financial Advisors Podcasts
EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24
FINANCIAL PLANNING FOR FAMILIES
PART 3: ESTATE PLANNING
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS
with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor,
BWFA
and special guest
Tyler Cunningham | CFP®, CEPS
Associate Financial Planner, BWFA