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Wicked Insurance Matters with Greg Durette: Avoiding Legal/Financial Pitfalls

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Manage episode 156844906 series 1202680
Content provided by BlogTalkRadio.com and Wicked Housewives On CapeCod Too. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlogTalkRadio.com and Wicked Housewives On CapeCod Too 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.
Everyone knows they need to do some sort of estate planning but, often avoid the subject. After all, who wants to really sit down and plot out our own demise?! The sad fact is, if you don't, all of your best intentions will likely get dashed on the rocks of your remaining family. This show will help you understand: How to avoid the number one estate planning mistakeWhy one size planning does not fit allHow mistakes in planning could mean years of heartache and headache for your familyWhy inheritances can mess up certain members of your family I am fortunate to have attorney Richard Scarano as my special guest this week to discuss this very thing. Born and raised in Boston, he attended the pretigious Boston Latin School and later went on to earn his Bachelors, Master's and Juris Doctorate degrees. First a school teacher (high school, undergraduate and graduate), he later pursued the practice of law, with concentrations in Estate Planning and Real Estate. His teaching background serves him and his clients well as he is able to take otherwise complex issues and make them easy and fun to understand. As one of the partners at Holmgren Koretz Scarano in Osterville, MA, Rich makes the heavy lifting of building a great legal and financial team easy. He can be contacted at (508) 420-8899 In my 32+ years in the insurance industry, I have had the good fortune to work with many legal professionals. Most are good. Rich is one of the very best because he understands people and their issues. He even makes housecalls! Tune in and enjoy the show.
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157 episodes

Artwork
iconShare
 
Manage episode 156844906 series 1202680
Content provided by BlogTalkRadio.com and Wicked Housewives On CapeCod Too. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlogTalkRadio.com and Wicked Housewives On CapeCod Too 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.
Everyone knows they need to do some sort of estate planning but, often avoid the subject. After all, who wants to really sit down and plot out our own demise?! The sad fact is, if you don't, all of your best intentions will likely get dashed on the rocks of your remaining family. This show will help you understand: How to avoid the number one estate planning mistakeWhy one size planning does not fit allHow mistakes in planning could mean years of heartache and headache for your familyWhy inheritances can mess up certain members of your family I am fortunate to have attorney Richard Scarano as my special guest this week to discuss this very thing. Born and raised in Boston, he attended the pretigious Boston Latin School and later went on to earn his Bachelors, Master's and Juris Doctorate degrees. First a school teacher (high school, undergraduate and graduate), he later pursued the practice of law, with concentrations in Estate Planning and Real Estate. His teaching background serves him and his clients well as he is able to take otherwise complex issues and make them easy and fun to understand. As one of the partners at Holmgren Koretz Scarano in Osterville, MA, Rich makes the heavy lifting of building a great legal and financial team easy. He can be contacted at (508) 420-8899 In my 32+ years in the insurance industry, I have had the good fortune to work with many legal professionals. Most are good. Rich is one of the very best because he understands people and their issues. He even makes housecalls! Tune in and enjoy the show.
  continue reading

157 episodes

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