Host Bob Leins, CPA® welcomes Anne Sullivan, Esquire, and Lacey Yegen, Esquire of Handler & Levine, LLC. Our discussion will focus on factors that make Estate Planning for women unique. We will also describe the Estate Planning documents that every person needs and explain how planning can change over time based on your relationships and stage in life.
Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions and listen live here!