Ep 62: The Importance of Having A Personalized Estate Plan with Dan Weiner

Written By Linny Milliron

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today’s show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 935-6210

Call Thomas: (973) 394-0623

Linny Milliron
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Ep 63: How Interest Rates Will Impact The Real Estate Market With Carlos Gutierrez
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Ep 61: Generational Wealth Strategies With Nick Nardulli