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The Main Street Code - Navigating Estate Planning Pitfalls with Cheryl Katz - S4E41
Welcome to "The Main Street Code for Financial Success"!
In this episode, we are joined by Cheryl Katz, a partner at the law firm Forchelli Deegan Terrana LLP, specializing in trust and estates litigation. Together, we dive into the complexities and critical importance of proper estate planning.
Cheryl shares her expertise on the intricacies of wills and trusts, highlighting common pitfalls that can lead to familial disputes and legal challenges. We explore real-life scenarios where estate plans have failed, emphasizing the need for professional guidance in drafting and executing these crucial documents.
From understanding the nuances of no-contest clauses to the ramifications of improperly executed wills, this episode is a treasure trove of knowledge for anyone looking to secure their family's future.
Don't miss these essential insights into estate planning. Catch us every Friday at 3 PM EST on 103.9 L.I. News Radio, and follow us on YouTube, Spotify, & Apple Podcasts. Visit www.themainstreetcode.com for more.
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By Neil HimmelsteinWelcome to "The Main Street Code for Financial Success"!
In this episode, we are joined by Cheryl Katz, a partner at the law firm Forchelli Deegan Terrana LLP, specializing in trust and estates litigation. Together, we dive into the complexities and critical importance of proper estate planning.
Cheryl shares her expertise on the intricacies of wills and trusts, highlighting common pitfalls that can lead to familial disputes and legal challenges. We explore real-life scenarios where estate plans have failed, emphasizing the need for professional guidance in drafting and executing these crucial documents.
From understanding the nuances of no-contest clauses to the ramifications of improperly executed wills, this episode is a treasure trove of knowledge for anyone looking to secure their family's future.
Don't miss these essential insights into estate planning. Catch us every Friday at 3 PM EST on 103.9 L.I. News Radio, and follow us on YouTube, Spotify, & Apple Podcasts. Visit www.themainstreetcode.com for more.