Search Results for: estate planning

 

Estate Planning Series

 

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)

MORE RECENT SHOWS

 

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)

MORE RECENT SHOWS

 

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)

MORE RECENT SHOWS

 

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

 

Estate Planning Questions

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Who, why, what, when, where and how of estate planning.”

(Original air date November 16, 2016)

MORE RECENT SHOWS

 

 

Nov. 16 – Estate Planning Questions

Laurie Siebert, CPA, CFP®, AEP® will discuss:

“Who, why, what, when, where and how of 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.

 

April 20 – Estate Planning (pre-recorded)

Beneficiaries & Asset Titling in Estate Planning

Laurie Siebert, CPA, CFP®, AEP® discusses Estate Planning – specifically, beneficiary designations and asset titling.

(Original air date July 22, 2015)