Discussing Wills & Estate Planning with Courtney Petch

from Insights Into Wealth · host BULLWEALTH, Cummings Cooper Schusheim Berliner

Today we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us some insights into what to ask when you meet your estate lawyer.

Episode metadata supplied by the publisher feed · Published Dec 23, 2021

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Discussing Wills & Estate Planning with Courtney Petch

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