A few comments from listeners:
Great presentation. Estate planning is always challenging which is why any additional info or assistance from outside counsel (experts) is helpful.
- Peter R.
Laurie was right on point with objectives and time. Enjoyed learning from her!
- Amy S.
"Good reminders about estate planning. Fund the Trusts! Set trusts as beneficiaries.
"
- Andrew C.
I have better clarity on the important Do's and Don't s of Estate Planning. Great job, Laurie!
- John O.
Laurie was clear, knowledgeable, and enjoyable to listen to. Thank you, both.
- Robert B.
Estate planning needs to be a part of the client conversation much earlier in the relationship even at the onset.
- John D.
Users Comments:
Great presentation. Estate planning is always challenging which is why any additional info or assistance from outside counsel (experts) is helpful.
- Peter R.
Laurie was right on point with objectives and time. Enjoyed learning from her!
- Amy S.
"Good reminders about estate planning. Fund the Trusts! Set trusts as beneficiaries.
"
- Andrew C.
I have better clarity on the important Do's and Don't s of Estate Planning. Great job, Laurie!
- John O.
Laurie was clear, knowledgeable, and enjoyable to listen to. Thank you, both.
- Robert B.
Estate planning needs to be a part of the client conversation much earlier in the relationship even at the onset.
- John D.