Tag: Trustee ()
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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 06:00 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 06:00 AM
