Estate Planning, Part 2

Written By Seth Leishman

In this episode of Beyond Investments, Seth Leishman, Rick Fisher, and their guest Erik Aanestad of Aanestad Law return to their discussion of estate planning in the second episode of this three-part series.

In this episode, they take a deeper dive into estate planning, discussing Power of Attorney and Advanced Healthcare Directive. Erik also shares the most common mistakes he has seen.

Seth Leishman

Seth Leishman is president of Ostrofe Financial Consultants, Inc. and brings more than a decade of experience as a financial advisor. He holds both CPA and CFP® designations. Read his full bio.

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Thank You, Patty, for 30 Years and Beyond
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Estate Planning, Part 1