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The Wealth Planning Podcast - Season 2 Ep. 1 - Estate Planning (Part 1 of 3)

The Wealth Planning Podcast - Season 2 Ep. 1 - Estate Planning (Part 1 of 3)

August 04, 2025

Today, Jason Hallmark has a special guest, Jacob Frizado, an estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, Powers of Attorney, and various issues that may arise when preparing these documents involved in both estate and succession planning.

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