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Estate Planning – know the numbers
Laurie Siebert, CPA, CFP®, AEP®, discussed: Estate Planning – know the numbers
Flexible Estate Planning – What have we learned?
Laurie discussed: Flexible Estate Planning – What have we learned?
Flexible Estate Planning
Laurie and her guest, Attorney Pete Iorio, from Fitzpatrick Lentz and Bubba discussed: Flexible Estate Planning.
Supercharging Your Gifting As Part of Your Estate Planning
Laurie discussed: Supercharging Your Gifting As Part of Your Estate Planning. Did you miss the last show, Navigating Transitions – Marriage, Divorce, Retirement, Death of a loved one? Listen Here
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 […]
