Search Results for: estate planning

 

Divorce Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss:

“Estate planning considerations through divorce.”

(Original air date March 18, 2020)

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March 18 – Divorce Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley ,will discuss:

“Estate planning considerations through divorce.”

Laurie and her guest will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE

 

Estate Planning Basics

Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss:

“Estate Planning Basics (and Beyond).”

(Original air date October 30, 2019)

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Oct. 30 – Estate Planning Basics

Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul will discuss:

“Estate Planning Basics (and Beyond).”

Laurie and Mr. Fields will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE

Learn more about Ryan K. Fields at KingSpry.com.

Meet our host at valleynationalgroup.com.

 

Estate Planning Special Situations

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:

“Special situations in estate planning.”

(Original air date December 12, 2018)

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DEC. 12 – Special Situations in Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss:

“Special situations in estate planning.”

Laurie and Attorney Pappas will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE

Meet Attorney Pappas at vlawvp.com.

Get to know host Laurie Siebert at valleynationalgroup.com.

 

Estate Planning Essentials

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Essential components of an estate plan.”

 

 

 

 

 

 

(Original air date October 17, 2018)

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Sept. 13 – Trusts for Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp, will discuss:

“Using trusts for estate planning”

Laurie and Attorney Stopp will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE.

Get to know host Laurie Siebert at valleynationalgroup.com.

Meet Attorney Charles Stopp at steckelandstopp.com.

 

Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss:

Estate planning and when does a POA know to step in?

(Original air date May 3, 2017)

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May 3 – Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, will discuss Estate Planning.

Laurie will take your questions live on the air at 610-758-8810 (Wednesday from 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE.

Meet Attorney Ruggiero at paolilaw.com

Get to know host Laurie Siebert at valleynationalgroup.com