Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


EP83: Financial Planning for Families – Part 3: Estate Planning – 8.22.24

August 22, 2024


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