Physician Estate Planning Series
Best Practices for Financial Assets in Estate Planning
Senior Lead Advisor with The Foster Group. Stacie has significant experience as both an estate planning attorney and wealth management.
August 23, 2022
Are you coordinating your financial assets and your estate plan to make sure to make sure your testamentary intentions are effectuated? This is the topic of today’s episode with our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stacie Neussendorfer J.D, CFP®, CAP®, CKA®., a Senior Lead Advisor with The Foster Group who has significant experience as both an estate planning attorney and in wealth management. Listen in as they discuss Agency Accounts, Titling of Financial Assets, beneficiary designation, and coordinating annuities and tax qualified accounts such as IRA’s.