Funding: The Critical Role of Advisors

Advisors play a critical role in the funding of estates. A collaboration between financial advisors, CPAs, and attorneys helps ensure client goals are achieved and assets are distributed smoothly at death, without unnecessary taxes, fees, and court procedures. In this presentation, Kate and Danny will guide you through the funding process to avoid common mistakes, protect client assets for the next generation, and help ensure they retain your services!

Presented by Kate Langmore, Esq. and Danny Wexler, Esq.