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Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Estate Planning: Beyond the Basics [Watch Now]

While estate planning may be a daunting undertaking, we all know that it’s an integral part of managing and protecting your wealth for you and your family’s future. During this in-depth webinar, we were joined by Jennifer Schiffer, Shareholder of Bean, Kinney & Korman, to go beyond the basics of estate planning.

During this roundtable discussion, we explored:

1. Gifting/titling

2. Powers of attorney

3. Trusts

4. What you can do today to protect your family tomorrow

5. And more

 

Speakers

Jennifer Schiffer

Shareholder

Bean, Kinney & Korman

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