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Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Stanley Vasiliadis, discuss: “Long-term care as part of retirement and estate planning”
Beneficiaries & Asset Titling in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® discusses Estate Planning – specifically, beneficiary designations and asset titling.
Investment Planning for Every Stage
Laurie Siebert, CPA, CFP®, AEP® and guest, Timothy Roof, CFP®, discuss estate planning for every stage of life. RELATED PODCASTS: Investing Basics with Guest Host, Rod Young, CPA, CFP®
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.
