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Strategic Planning Steps: Implementing Your Estate Plan

Hosts: Lou Pierro and David Staggs

Lou Pierro Headshot.jpg

Putting together an estate plan, or updating one already in place, can be a daunting task.  Listen as attorneys Lou Pierro and David Staggs, along with Bob Vandy, give you instructions on how to get started and what tools are avaialble to build the plan, such as Trusts, Wills, Power of Attorney and more.  You will learn how to reduce taxes, lower costs, protect assets and provide the best plan for your heirs.