Estate Planning, Part 3

Written by Seth Leishman

Seth Leishman and Rick Fisher invite Erik Aanestad back for part 3 in this Beyond Investments series on estate planning. They talk about other topics relevant to estate planning, such as sheltering from estate taxes and writing trusts for blended families, among other subjects. Listen in.

Beyond Investments (Oct 15, 2021) – Part 1
Ostrofe Financial Consultants, Inc. / KNCO
Beyond Investments (Oct 15, 2021) – Part 2
Ostrofe Financial Consultants, Inc. / KNCO
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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