Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you may get to the same end result, the time & potential cost can be dramatically different. Let's use our morning coffee and a sweet treat to explain the difference between the different options. July 07, 2023

Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you may get to the same end result, the time & potential cost can be dramatically different. Let's use our morning coffee and a sweet treat to explain the difference between the different options. July 07, 2023

Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you may get to the same end result, the time &amp; potential cost can be dramatically different. Let's use our morning coffee and a sweet treat to explain the difference between the different options. July 07, 2023

Brownies & Coffee Mugs to explain Wills/Trust in under 10 Min!

Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r).  He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.  Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.

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Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r). He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes. Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.

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Brownies & Coffee Mugs to explain Wills/Trust in under 10 Min!

Brownies & Coffee Mugs to explain Wills/Trust in under 10 Min!