<p>Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.</p>

Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.

9/10: The Living Documents of Estate Planning

Suzette Porter, owner of CapStar Financial, has 25+ years of helping Central Texans plan for their retirement. Porter's firm handles all things retirement, including tax planning strategies, investments, preservation of wealth and estate planning strategies.

Share 9/10: The Living Documents of Estate Planning

Sign up to save your podcasts

9/10: The Living Documents of Estate Planning

9/10: The Living Documents of Estate Planning