Strategic Planning Steps: Implementing Your Estate Plan

Hosts: Lou Pierro and David Staggs

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Are you beginning to implement an Estate Plan? Is it important for you to minimize or eliminate estate taxes and settlement costs? Do you want to ensure your assets are distributed according to your wishes? If you answered yes to these questions, then there are a number of strategic planning steps you should follow.   This week on Life Happens Radio, your hosts Lou Pierro and David Staggs will discuss five strategic estate planning steps you should consider: Goal Evaluation, Estate Inventory, Will and Trust Preparation, Family Gifts, and Charitable Giving. If you are interested in implementing an Estate Plan, then this is the show not to miss!