Estate Planning Doesn't End When You Sign the Will with Bettina Ristau
Marianne Poon, CFA, sits down with Bettina Ristau, probate paralegal at Pasternak & Fidis, with 17 years of experience administering estates. Learn why signing your will is just the beginning, how a forgotten beneficiary designation can override your entire estate plan, why proper asset titling matters more than most people realize, and how the "three-legged stool" of estate planning, financial planning, and tax planning can save your family from doing expensive forensic work while grieving.
Learn more: www.onyxfn.com | https://pasternakfidis.com
