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BONUS EPISODE: Confidently Protect Everything You’ve Worked For

  • by CWA
  • •    March 22, 2022
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There is nothing more important than protecting your loved ones—and should something happen to you, the last thing they need is your estate getting stuck with heavy tax burdens or tied up in probate.

Tune into this episode as we discuss estate planning and list out directives, tax laws and the importance of contingent beneficiaries.  With special guests Brad Fletcher and Katy David from Steptoe & Johnson, we discuss all your assets from every piece of jewelry to treasured family photos, and offer guidance to ensure your beneficiaries are protected.

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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