Tag: Healthcare Power of Attorney ()
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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 11:00 AM
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035: Top Estate Planning Tips with Bob Cohen
Patti welcomes Estate Planning Attorney, Bob Cohen, a partner with Riley Riper Hollin & Colagreco to discuss his best recommendations for clients looking for estate planning assistance.
Posted 01/17/2020 11:00 AM
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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 11:00 AM
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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 11:00 AM
