Looking for BP Podcast episode about setting up Estate Planning!

Looking for BP Podcast episode about setting up Estate Planning!

Investor · Nesconset, NY · Member since 2016 · 16 posts · 5 votes

Hello there everyone.  I remember hearing a great show that had a young CPA and Attorney who were discussing an inexpensive way for you to set up trusts and estate planning type work on line.  Please share their information or the episode if you remember them thank you! 

0Reply
14 views

2 Replies

Jump to latestLatest
  • Member since 2020 · 301 posts · 80 votes
    5y

    Hi @Frank Mirando.  I thought Episode 5 was quite insightful,Dealing with Death-A Financial Discussion with CFP Neal Frankle. Worth a listen for sure.

  • Investor · Nesconset, NY · Member since 2016 · 16 posts · 5 votes
    5y

    Thanks Ash!

Join the conversationCreate a free account to reply, vote on answers and follow this thread.