The podcast where Estate Planning Attorneys share their lessons and innovative strategies for everyday Americans.
The podcast where Estate Planning
Attorneys share their lessons and innovative
strategies for everyday Americans.
LISTEN ON
About the Podcast
Learn from some of the country’s best Estate Planning Attorneys. Each episode highlights the journeys, challenges, and innovative strategies these professionals have used to help clients protect their legacies and secure their families’ futures.
Your Co-Hosts
Matthew Swinford
Seth Frantz
Mia Hulin
Kyle Demyan
Episodes
EPISODE 2
Estate Planning Secrets #2 - Jeff Berenholz
In this episode of Estate Planning Secrets, our guest is Jeff Berenholz, an experienced estate planning attorney in Ohio.
Listen in as Jeff shares some key lessons on:
- What probate is and why you have a default will without even knowing it
- Why everyone should be thinking of their estate even if they’re not close to retirement
You can connect with Jeff by visiting his website at: https://jeffblaw.com/
EPISODE 1
Estate Planning Secrets 101
In this episode, our guest is Scott Glatstian, an experienced estate planning attorney in New Jersey.
Listen in as Scott shares key lessons about the pitfalls and mistakes clients often make when thinking about creating their own estate plans.
