Life Insurance in Estate Planning
Guest: Eryka Morehead CEO of Collaborative Planning Group Inc. March 14, 2023
Fiduciary Issues in Estate Planning
Guest: Ross Polking Senior Lead Advisor, The Foster Group October 25, 2022
Intersection of Marital Law and Estate Planning
Guest: Sharon Klein Executive Vice President at Wilmington Trust, Head of the National Divorce Advisory Practice September 20, 2022
Best Practices for Financial Assets in Estate Planning
Guest: Stacie Neussendorfer, Senior Lead Advisor with The Foster Group August 23, 2022
Then and Now – Divorce and Estate Planning
Guest: Sharon Klein Executive Vice President at Wilmington Trust, Head of the National Divorce Advisory Practice July 26, 2022
Sports Analogies for Estate Planning
Guest: Ross Polking Senior Lead Advisor, The Foster Group July 19, 2022
Estate Planning For Cryptocurrency
Guest: Lara Sass Estate Planning Attorney in New York City serving high net worth clientele July 12, 2022
Health Care Directive Issues
Guest: Michael Sneeringer, Attorney, Porter Wright, Naples, FL May 3, 2022
The Concept of “Both/And” in Estate Planning
Guest: Vanessa Kanaga, CEO, InterActive Legal April 5, 2022
Estate Planning for Ag Clients
Guests: Bryan Holen, Financial Advisor with Insource Benefits Group. Monte Schatz, Attorney October 26, 2021
