New Year, Fresh Start and Your Estate Planning Checklist

Get ready to kickstart your New Year with a clear plan for the future! During this Life Happens episode, we’re diving deep into crucial estate planning essentials that will set the tone for a secure and prosperous year ahead. Join host Lou Pierro and Peter J. Strauss as we unpack an extensive estate planning checklist, covering everything from drafting wills and establishing trusts to exploring key strategies. Empower yourself with the knowledge and tools to organize your affairs effectively. Don’t miss this opportunity to learn tips and gain insights that will help you navigate the intricacies of estate planning. Tune in to take the first proactive step toward securing your legacy for the coming year and beyond!

⁠Click Here to Read the Forbes Article Referenced

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