How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194

from Financial Symmetry: Balancing Today with Retirement · host Allison Berger and Adam Tarsitano

Today estate law attorney, Adam Tarsitano, joins us to discuss how you should think through some commonly misunderstood areas of your estate plan. Listen in to learn why you may not look forward to the sunset in 2026, the difference in various trusts, and whether you should open a trust to avoid probate. ***** 🎥 See a video recap 📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today 🎯 Subscribe to not miss future episodes here 📰 See the full show notes here

Episode metadata supplied by the publisher feed · Published Jul 10, 2023

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How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194

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This episode is 25 minutes long.

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This episode was published on July 10, 2023.

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