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The Main Street Code - Stephanie Alberts Returns! - S4E40
Welcome to "The Main Street Code for Financial Success"!
In this episode, we're joined by esteemed estate attorney Stephanie Alberts, as we dive into the intricacies of trusts and estate planning. Stephanie, a partner at Forchelli Deegan Terrana LLP, brings her expertise to the table, discussing the challenges and solutions in estate management, particularly in sensitive situations such as handling beneficiaries with special needs or substance abuse problems.
We delve into the role and responsibilities of a fiduciary, the importance of selecting the right person for this task, and the nuances of managing trusts for different beneficiary scenarios. Additionally, we shed light on the complexities of probate and the critical need for proper planning to avoid unforeseen legal and financial hurdles.
Join us as we navigate these essential aspects of financial planning, providing insights and guidance to secure your and your loved ones' future. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more insights.
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By Neil HimmelsteinWelcome to "The Main Street Code for Financial Success"!
In this episode, we're joined by esteemed estate attorney Stephanie Alberts, as we dive into the intricacies of trusts and estate planning. Stephanie, a partner at Forchelli Deegan Terrana LLP, brings her expertise to the table, discussing the challenges and solutions in estate management, particularly in sensitive situations such as handling beneficiaries with special needs or substance abuse problems.
We delve into the role and responsibilities of a fiduciary, the importance of selecting the right person for this task, and the nuances of managing trusts for different beneficiary scenarios. Additionally, we shed light on the complexities of probate and the critical need for proper planning to avoid unforeseen legal and financial hurdles.
Join us as we navigate these essential aspects of financial planning, providing insights and guidance to secure your and your loved ones' future. Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts and visit www.themainstreetcode.com for more insights.