Where There's a Will There's a ... Probate? with Estate Planning Specialist, Andrew Cohen
Advice First
English - January 27, 2021 16:00 - 35 minutes - 24.6 MBMarketing Business Entrepreneurship finance business money advice help sales entrepreneur insurance mindset growth Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Hey podcast listeners, on today's episode of the Advice First podcast we have Fred Wachtel with Prosperitas Financial yet again and his good friend Andrew Cohen. Andrew is an estate planning attorney here in Santa Clarita, California and he specializes in simplifying this crazy world of designing building and maintaining a trust. Andrew points out some of the key differences between having a will and having a trust and why you'd want one over the other. I found this extremely insightful and then lastly he was kind enough to share his experience as a business owner through covid19 with so many things going on I think you'll get a lot from this episode and I hope you enjoy.
More About Andrew
“How do I help my client make informed choices? I begin any conversation with a client by listening with a focus on fully understanding their situation now, and any possible future situations that may arise or impact them. Next, informing recommendations for their best interests, I present them with choices that identify both the pros & cons, the benefits & downsides; and then continue to communicate throughout the design and drafting process.”
Attorney Andrew C. Cohen provides focused legal services in these related areas:
Estate planningPreparation of trusts and willsAdvanced Planning mattersAsset ProtectionProbate and Trust administrationSpecial needs trusts and fundingand Business planning25060 Avenue Stanford, Suite 255
Santa Clarita, CA 91355
661-481-0100