Sep 04, 2019
By Zoomer Podcast Network
Libby Znaimer is joined by Mark Halpern, a Certified Financial Planner, Trust and Estate Practitioner, Master Financial Advisor-Philanthropy, and CEO of WEALTHinsurance.com
Organizing and planning your estate is a topic that everyone should consider, and Mark Halpern shares important information you need to know about it.
Today’s episode includes a discussion about the importance of creating a will, incorporating a philanthropic component to estate planning and more. For essential information and resources on this topic, visit WEALTHinsurance.com