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Estate Planning
Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”
Laurie A. Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates, discuss “Estate planning in a box – the cautions of using software for your most important documents.”
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Plan While You Can – What is your estate plan?