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Original Air Date: November 29th, 2023
Financial Considerations for Blended Families
Category: Financial Planning
Laurie discussed: Financial Considerations for Blended Families.
Original Air Date: June 19th, 2013
Life Phases for Blended Families
Category: Financial Planning
Host Laurie A. Siebert, CPA, CFP(r), AEP(r), discusses planning for the life phases in blended families including prior to marriage, life together with children, after children and survivor planning.
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 […]
