))
Understanding Estate Planning: Do's and Don'ts for Thoughtful Family Planning
Manage episode 446291042 series 3523524
Вміст надано Frank Fantozzi. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Frank Fantozzi або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode of Frank Wealth Insights, host Frank Fantozzi is joined by Connie Powall, a respected attorney and partner at Gertsburg Licata, LPA. They'll discuss the important topic of estate planning, focusing on the do’s and don’ts of thoughtful family planning.
Gain insights into the significance of estate planning, key documents such as wills, powers of attorney, and health care proxies, as well as financial and emotional considerations. Frank and Connie also touch on common pitfalls and the role professionals can play in developing an estate plan.
Whether you’re just starting your estate planning journey or looking to refine your existing plan, this episode is filled with valuable insights to consider for effectively communicating your wishes and protecting your loved ones.
Tune in to Frank Wealth Insights for a comprehensive guide to estate planning—because it’s never too early to secure your legacy!
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.
This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.
13 епізодів
Поширити
