Estate planning isn’t just for billionaires in New York penthouses or “trust fund babies” you’ve only seen in the movies. The truth is, whether you’re raising kids, caring for a loved one with special needs, or simply want to be sure your savings go exactly where you intend, estate planning touches almost everyone. In this episode of Financially Ever After Widowhood, attorney Claire Steinman joins Stacy to take the mystery (and the drama) out of wills, trusts, and gifting strategies. Claire focuses her practice on estate and tax planning, estate administration, and the nonprofit sector, with experience ranging from simple wills and powers of attorney to sophisticated tax minimization strategies and contested probate cases. She also works closely with charitable beneficiaries and not-for-profit organizations on everything from testamentary trusts to federal tax exemptions. Spoiler: this conversation has a lot more peace of mind and a lot less Agatha Christie mayhem.

You’ll hear them discuss:

Resources

Claire Steinman on the Web | LinkedIn | Email: [email protected] | Phone: 212-453-1554

Stacy Francis on LinkedIn | X(Twitter) | Email

FrancisFinancial.com

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