Wills, Trusts, & Avoiding Probate

Estate planning isn't simply "set it and forget it." In this episode of Steady Insights, Mike Riskin and Peter Golotko welcome back guest Derek Oxford, an Accredited Estate Planner (AEP®), for a candid conversation about the importance of estate planning and why your estate planning documents need regular attention — not just a drawer to collect dust. **The information provided in this podcast is for informational and educational purposes only and should not be construed as investment, legal, or tax advice. CPS Investment Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply any level of skill or training. The opinions expressed on this podcast are those of the host and guests and do not necessarily reflect the views of CPS Investment Advisors. The information discussed is believed to be accurate at the time of recording but may not remain current. Listeners should not consider the discussion or any information shared as a solicitation or recommendation to buy or sell any particular security or investment strategy. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Before making any investment decisions, listeners should consult with a qualified professional about their individual circumstances. For additional information about CPS Investment Advisors, including our services and fees, please review our Form ADV, which is available at www.adviserinfo.sec.gov.