• Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies

  • May 30 2024
  • Duración: 33 m
  • Podcast

Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies Por arte de portada

Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve. About Stephen Kirschenbaum: Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steve focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses. He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations. Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to: ● Grasp the significance of immediate estate planning for your future security. ● Personalize your estate plans tailored to your unique needs. ● Appreciate the role of expert collaboration in building a complete estate plan. ● Gain insight into special considerations during estate planning from a Jewish viewpoint. ● Discover the power of creativity in finding solutions to estate planning challenges. Here is what to expect on this week’s show: ● Immediate Estate Planning Significance Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure. ● Personalized Estate Plans Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly. ● Expert Collaboration in Estate Planning Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning. “Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.” - Stephen Kirschenbaum Connect with Stephen: Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/ https://www.ghplaw.com/ LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/ About your guest host, Steven H. Step: Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
activate_primeday_promo_in_buybox_DT
Liderazgo Marketing Economía
Más Menos

Lo que los oyentes dicen sobre Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles