Fundamentals of Estate Planning (Part I) with Nick DeVito...

What this episode covers

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on estate planning. In this episode, Mike and Nick discuss wills, trusts, and pitfalls that people regularly run into regarding trusts. They give a few examples of strategies used to overcome these pitfalls. The guys will dig deeper in part II talking about advanced concepts of estate planning. This is a great episode for anyone who has questions about estate planning, wills, or trusts. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

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Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 29 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on September 17, 2025.

What is this episode about?

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP is joined by Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the first episode of a two-part series on...

Can I download this Financial Planning Explained episode?

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