Season 1 · Episode 4
Episode 4 - Real Stories of How Estate Planning Helps Families – With Norton Stern
Your Financial Plan-It · Synergy Capital Solutions
October 22, 202121m 5s
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Show Notes
Have you ever heard estate planning success stories?
In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns.
In this episode, you will learn:
- Reasons to work with a fiduciary advisor
- The pros and cons of having an institutional vs. known trustee
- Stories of estate planning successes
- How often to review your trust
Tune in now to hear estate planning successes!
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