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Avoiding Estate Planning Mistakes with Attorney Peter Iorio
Laurie and her guest, Attorney Peter Iorio, from Fitzpatrick Lentz and Bubba discussed: Avoiding Estate Planning Mistakes.
Your Estate Planning and Gifting
Laurie will be discussed: Your Estate Planning and Gifting
Estate Planning Stories
Laurie and her guest Attorney Pete Iorio from Fitzpatrick Lentz & Bubba discussed Estate Planning Stories
Estate Planning Implementation
Laurie discusses Estate Planning Implementation
Multi-State Estate Planning
Laurie and her guest, Attorney Tim Duckworth Jr from Mosebach, Funt, Dayton & Duckworth, P.C., discuss multi-state implications in estate planning. Receiving an inheritance from out of state.Using trusts for real estate in another state.Choosing representatives near or far.What if you move? Do you have to redo your will? Why is it important to do […]
Fearless Estate Planning
Laurie Siebert, CPA, CFP®, AEP® is joined by Eric R. Strauss, Attorney at Worth, Magee & Fisher to discuss: “Removing the fear from estate planning to move forward.” Key takeaways from this show include:Understanding the nature of any joint account you have – there is joint tenancy by the entireties (with a spouse), joint with rights […]
Divorce Estate Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss: “Estate planning considerations through divorce.”
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).”
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.”
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.”
