Hosted by: Lou Pierro & David Staggs
Are you preparing for your first estate planning meeting? Has it been a while since your documents have been reviewed? Hosts Lou Pierro and David Staggs cover the gamut of necessary tools, techniques, and documents to help achieve your goals.
This show covered all the basics of estate planning such as Wills, Powers of Attorney, Health Care Proxies, Trusts and other essential documents to help create your first plan or enhance your existing one.