The Tools of Estate Planning

Written By Ostrofe Financial Consultants, Inc.

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.

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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