Search Results for: estate planning

 

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)

 

Estate Planning Basics

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Judith Harris from Norris, McLaughlin & Marcus, discuss:

CR3360_WUAArs3I“Estate Planning Basics” during National Estate Planning Awareness Week (October 19-25, 2015).

(Original air date October 21, 2015)

RELATED SHOWS: PA Power of Attorney    |    Estate Planning for Every Stage of Life

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Oct. 21 – Estate Planning Basics

Judith A HarrisLaurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Judith Harris from Norris, McLaughlin & Marcus, will discuss:

“Estate Planning Basics” during National Estate Planning Awareness Week (October 19-25, 2015).

Laurie and Judy 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 Attorney Harris at nmmlaw.com.

Get to your your host, Laurie Siebert, at valleynationalgroup.com.

RELATED SHOWS: PA Power of Attorney    |    Estate Planning for Every Stage of Life

 

Estate Planning

Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”

(Original air date February 25, 2015)

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Feb. 25 – Estate Planning

Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, will discuss “Estate planning in a box – the cautions of using software for your most important documents.” Laurie will take your questions live on the air at 610-758-8810 (Wednesdays form 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE.

 

Top 10 Estate Planning Ideas

Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest,Anthony Rachuba from Fitzpatrick Lentz & Bubba Attorneys At Law, discuss “top 10 estate planning ideas.”

(Original air date December 10, 2014)

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Dec. 10 – Top 10 Estate Planning Ideas

Laurie Siebert, CPA, CFP, AEP and her guest, Anthony Rachuba from Fitzpatrick Lentz & Bubba Attorneys At Law, will discuss “top 10 estate planning ideas.”  Laurie will take your questions live on the air at 610-758-8810 (Wednesdays form 6-7 PM) or right here on yourfinancialchoices.com – CONTACT LAURIE.

 

Estate Planning for Every Stage

Laurie Siebert, CPA, CFP, AEP and guest, Attorney Judith Harris from Norris, McLaughlin and Marcus, discuss estate planning for every stage of life. (Original air date May 14, 2014)

RELATED BLOG: Estate Planning

RELATED ARTICLE: Estate Planning: Why, When, Who, What, Where and How (Published in Lehigh Valley Woman magazine October/November 2013)

RELATED PODCASTS: Estate Planning & Fiduciary Responsibility  |  Family Conversations & Estate Planning

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Laurie’s Weekly Blog – Estate Planning

Do you have your estate planning documents in order, in particular, your Health Directives or Advance Directives?  Sometimes these are called a Living Will.  This is a written document that details your wishes if you become incapacitated as to what care you want provided or not. You may not realize how difficult it will be for someone to carry out your wishes if you have not documented this. As a Pennsylvania resident, understand your rights and what your options are by visiting the PA Department of Aging website.  |  RELATED PODCASTS: Taking Care of Loved Ones Estate Planning & Fiduciary Responsibility   |  RELATED ARTICLE: Estate Planning: Why, When, Who, What, Where and How