Welcome to "The Main Street Code for Financial Success"!
In today’s episode, we're joined by estate planning expert Stephanie Alberts to unpack the complexities of safeguarding your legacy. We delve into why estate planning is more than just drafting a will and how it can prevent disputes and ensure your wishes are honored.
From the nuances of family dynamics in estate distribution to the importance of proper planning for assets like life insurance and retirement accounts, we cover the pivotal steps to ensure equitable treatment of heirs and avoid unnecessary taxes. Stephanie also shares insights on the significance of having an estate planning attorney for tailored and comprehensive strategies.
Tune in to learn how to keep your estate intact and your family harmonious after you're gone. Catch us every Friday at 3 PM EST on 103.9 L.I. News Radio, hosted by Neil Himmelstein of Main Street Planning Group.
Listen on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more.