Search Results
Education Funding and FAFSA
Laurie discussed: Education Funding and FAFSA. Did you miss the last show, Supercharging Your Gifting As Part of Your Estate Planning? Listen Here
Trusts – when do they make sense?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss: “Trusts – general estate planning, minor trusts, A/B trusts and more.”
Legal Considerations
Laurie A. Siebert, CPA, CFP®, AEP® and her guest Attorney Gladys Wiles of Snyder & Wiles, PC, discuss “A Potpourri of Legal Considerations for You” (including real estate, personal injury, business and estate planning).
Mid-Year Financial Check-up
Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.” PAY ATTENTION TO… Your employer retirement plan. Your employer benefit programs. Your spending budget and “invisible” expenses. Roth IRAs – strategic or tactical conversions. Rebalancing your investment portfolio. Your estate planning documents. Your income tax planning. Your risk management […]
PA Laws Affecting Same-Sex Couples
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
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
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
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.
