Episodes
Friday Oct 09, 2020
Terms and Concepts, Wills, Trusts and Aging Parents
Friday Oct 09, 2020
Friday Oct 09, 2020
Attorney Michael Menlove, insurance agent Natalie Haertlein, and certified financial planner and wealth advisor Kathleen Nemetz join in a 19 minute discussion about terms and concepts adult children need to know, when working with their parents on estate plans. The podcast is the first part of a two episode series, hosted by Sharing Wisdom About Wealth, a community organization. The professionals are based in Prescott, Arizona.
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