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Life Phases 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.

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 […]