Estate Planning Archives - Page 2 of 3

Diversifying Your Wealth: The Power of Stock Diversification Trusts

Post author:Cheri Duryea
Post published:February 13, 2024
Post category:High Net Worth Estate Planning

Guest: David Murray Sterling Foundation Managment LLC February 13, 2024

Navigating the Path to Family Financial Preservation

Post author:Cheri Duryea
Post published:January 23, 2024
Post category:High Net Worth Estate Planning

Guest: Zac Ritchey Private Wealth Asset Management January 23, 2024

Consider a Business Owner Trust for your Sale

Post author:Cheri Duryea
Post published:January 16, 2024
Post category:High Net Worth Estate Planning

Guest: David Murray Vice President Sterling Foundation Management January 16, 2024

Decoding Qualified Charitable Distributions

Post author:Cheri Duryea
Post published:December 26, 2023
Post category:Philanthropy

Guest: Mike Weaver Vandenack Weaver December 26, 2023

Preserving Prosperity: Mastering Multi-Generational Wealth Transfer

Post author:Cheri Duryea
Post published:December 5, 2023
Post category:High Net Worth Estate Planning

Guest: Zac Ritchey Partner, Managing Director Private Wealth Asset Management December 5, 2023

NAEPC Hall of Fame Induction – Mary Vandenack

Post author:Cheri Duryea
Post published:November 14, 2023
Post category:News

Mary E. Vandenack, founder and CEO, is recognized by the National Association of Estate Planners & Councils (NAEPC) as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2023.