Episode 12
Discussing Wills & Estate Planning with Courtney Petch
Today we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us some insights into what to ask when you meet your estate lawyer.
Insights Into Wealth · BULLWEALTH, Cummings Cooper Schusheim Berliner
December 23, 202112m 53s
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Show Notes
Today we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us some insights into what to ask when you meet your estate lawyer.