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Ep 62: The Importance Of Having A Personalized Estate Plan With Dan Weiner

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Manage episode 328108313 series 3348047
Content provided by John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today's show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 935-6210

Call Thomas: (973) 394-0623

  continue reading

91 episodes

Artwork
iconShare
 
Manage episode 328108313 series 3348047
Content provided by John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today's show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 935-6210

Call Thomas: (973) 394-0623

  continue reading

91 episodes

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