Physician Estate Planning Series
Unique Challenges in Estate Planning for Physicians
Senior Lead Advisor with The Foster Group. Stacie has significant experience as both an estate planning attorney and wealth management.
June 28, 2022
Physicians, and others in professional careers, have specific estate planning issues due to their line of work. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stacie Neussendorfer, a Senior Lead Advisor with The Foster Group with significant experience as both an estate planning attorney and wealth management, discuss integrated financial and estate planning and why it is important. Deferred income, student loan debt, retirement assets, practice ownership all need to be considered in these estate plans. Listen in to learn what is often overlooked and the best way to protect your assets.