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PA Laws Affecting Same-Sex Couples
Original Air Date: June 18th, 2014

PA Laws Affecting Same-Sex Couples

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and guest, Attorney Kirby Upright from Bethlehem law firm King, Spry, Herman, Freund & Faul, discuss changes to PA laws regarding same-sex marriage after the Whitewood decision, and estate planning issues that affect all couples. RELATED PODCAST: Legal Considerations for Same-Sex Couples

Legal Considerations for Same-Sex Couples
Original Air Date: February 19th, 2014

Legal Considerations for Same-Sex Couples

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and her guest, Attorney Kirby Upright discuss legal considerations for same sex couples, including estate planning that applies to everyone. RELATED BLOG POSTS: Same-Sex Tax Law, from Laurie’s Weekly Blog Same-Sex Couples in Pennsylvania: “Wed-Locked?,” from KingSpry Family Law Practice Group, by Avery E. Smith, Esquire RELATED ARTICLE: Life-Phase Planning […]

Taking Care of Loved Ones
Original Air Date: October 16th, 2013

Taking Care of Loved Ones

Category: Estate Planning, Insurance

Host Laurie Siebert, CPA, CFP, AEP discusses “Taking care of those you love – Estate planning.” This week is WDIY’s pledge drive and next week is Estate Planning Week.

Various Topic of Your Financial Choices
Original Air Date: October 17th, 2012

Various Topic of Your Financial Choices

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses an array of topics including charitable giving and National Estate Planning Week as well completing her discussion on IRAs from last week.