63 minutes | Mar 19, 2021

Smart Estate Planning Can Save You Money and Your Privacy

Want to learn the secrets of smart estate planning strategies?  This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early.    For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
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