Discussing Wills & Estate Planning with Courtney Petch

Insights Into Wealth

English - December 23, 2021 18:56 - 12 minutes - 11.8 MB
Management Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

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Today we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us some insights into what to ask when you meet your estate lawyer.