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Why is estate planning such an important part of your overall financial plan?
In this episode, David Pulcini speaks with Jerry Antetomaso, partner and attorney at Evans Fox LLP, about the value of estate planning. Jerry shares what estate planning really entails, and describes a couple horror stories you won’t be able to forget.
You’ll learn:
- Why it’s so important that you have estate plan in place
- The details of a couple of estate planning horror stories and lessons
- What the estate planning process looks like with attorney Jerry Antetomaso
- And more!
Tune in today to learn about the importance of estate planning as a part of your overall financial plan!
Related: Keys To Successful Investing With a Portfolio Manager with Peter Andersen