It’s All About Clarity ® in Estate Planning (Ep. 108)

Mark Pearson, Nepsis founder and Chief Investment Officer, talks with Malia Haskins, VP of Estate Planning about how proactively managing your estate is a critical element of a comprehensive financial plan.  Malia recently joined Nepsis and brings her extensive experience as an estate planner with several industry leading institutions to the Nepsis team.  In their conversation, Mark and Malia discuss wills, trusts, incapacity planning and many more key questions that investors have regarding the complex topic of managing their estate.

Estate Planning is a core part of the Nepsis “family office framework” – a comprehensive portfolio for your financial well-being including wealth management, tax solutions, legal and insurance services, and estate planning.  To learn more about estate planning at Nepsis visit https://nepsis.com/services/estate-planning/ or go to www.nepsis.com to understand how our capabilities will put you on the path to financial clarity.