In this episode of Frank Wealth Insights, host Frank Fantozzi is joined by Connie Powall, a respected attorney and partner at Gertsburg Licata, LPA. They'll discuss the important topic of estate planning, focusing on the do’s and don’ts of thoughtful family planning.
Gain insights into the significance of estate planning, key documents such as wills, powers of attorney, and health care proxies, as well as financial and emotional considerations. Frank and Connie also touch on common pitfalls and the role professionals can play in developing an estate plan.
Whether you’re just starting your estate planning journey or looking to refine your existing plan, this episode is filled with valuable insights to consider for effectively communicating your wishes and protecting your loved ones.
Tune in to Frank Wealth Insights for a comprehensive guide to estate planning—because it’s never too early to secure your legacy!The opinions and views expressed in this podcast may not necessarily reflect the views of Planned Financial Services dba Return on Life Wealth Partners or its affiliates. This podcast should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Return on Life Wealth Partners. Each name of a guest or a third-party organization mentioned in this podcast is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Return on Life Wealth Partners. Return on Life Wealth Partners is not affiliated with its guest, nor does it provide compensation for such guest appearance. The content of this podcast does not constitute a recommendation from any Return on Life Wealth Partners entity to the recipient and is provided for informational purposes only. Return on Life Wealth Partners is not providing any financial, economic, legal, investment, accounting, or tax advice through this podcast or to its recipient.
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