The Tools of Estate Planning

Today’s Beyond Investments episode features a conversation between Seth Leishman and Rick Fisher about the “ins and outs” of estate planning, including the effect of emotions on decision-making. They review some of the tools or resources of estate planning such as wills, trusts, and power of attorney.

Beyond Investments (Part 1)
Ostrofe Financial Consultants, Inc. / KNCO
Beyond Investments (Part 2)
Ostrofe Financial Consultants, Inc. / KNCO
Ostrofe Financial Consultants, Inc.

OFC offers services in areas of investments, insurance, and financial planning.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ostrofe Financial Consultants, Inc., a Registered Investment Advisor and a separate entity from LPL Financial.

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