Join a conversation centered around multi-generational estate planning. We will cover topics such as developing the right team, refreshing old plans, utilizing the increase exemptions, creating a balance sheet to help your plan, and more!
Panelists:
Jason Katz, CFP, Wealth Advisor & Principal, Bartlett Wealth Management
Andrea Costa Laden, Senior Associate, Frost Brown Todd
Lisa Riccardi, Shareholder, VonLehman CPA & Advisory Firm
