Wednesday Jan 03, 2024

The Estate Planning Process with Dave Lenok

On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started!

For the Difference Making Tip, scan ahead to 16:39.

You can learn more about Dave at WealthManagement.com, LinkedIn, Facebook, and Twitter. 

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