On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the  administrative  stage of estate planning with their guests Ronnie Genser and Jeff Scroggin. Ronnie Genser/Bereavement Navigators Prior to founding Bereavement Navigators in 2012, Ronnie Genser s professional background included over 25 years in international and domestic sales, [...]

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the administrative stage of estate planning with their guests Ronnie Genser and Jeff Scroggin. Ronnie Genser/Bereavement Navigators Prior to founding Bereavement Navigators in 2012, Ronnie Genser s professional background included over 25 years in international and domestic sales, [...]

The “Administrative” Stage of Estate Planning

A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.

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The “Administrative” Stage of Estate Planning

The “Administrative” Stage of Estate Planning