Living Trusts
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, attorney Stanley Vasiliadis, to discuss living trusts – the good, the bad and the ugly.
Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, attorney Stanley Vasiliadis, to discuss living trusts – the good, the bad and the ugly.
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?