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Ep #79 Interview Jennifer Luzzatto President of Summit Financial Partners and Author of Inheriting Chaos with Compassion - Roman Prokopchuk's Digital Savage Experience Podcast
Manage episode 233253958 series 1951049
I got to speak to Jennifer Luzzatto who is President of Summit Financial Partners and the author of Inheriting Chaos with Compassion, in which she provides expert guidance and advice to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing or incapacitation. This invaluable and compassionate handbook covers power of attorney, executor responsibilities, and all aspects of settling an estate, while providing essential information about bank accounts, investments, and any professional service you might require.
This episode is brought to you by Nova Zora Digital. See what Nova Zora Digital can do for your business with digital marketing.
345 episodes
Manage episode 233253958 series 1951049
I got to speak to Jennifer Luzzatto who is President of Summit Financial Partners and the author of Inheriting Chaos with Compassion, in which she provides expert guidance and advice to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing or incapacitation. This invaluable and compassionate handbook covers power of attorney, executor responsibilities, and all aspects of settling an estate, while providing essential information about bank accounts, investments, and any professional service you might require.
This episode is brought to you by Nova Zora Digital. See what Nova Zora Digital can do for your business with digital marketing.
345 episodes
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