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Tag: Financial Power of Attorney ()

088: Issues to Consider Before Updating An Estate Plan

Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan.  She also reveals what the best legal tools are to protect yourself and those you love from expensive tax impli

Posted 01/14/2022 04:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 04:00 AM

006: What to do When Crisis Hits

Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…

Posted 02/15/2019 04:00 AM