Stay Ahead of the Curve: Annual Estate Plan Reviews Featuring John DeSantis

14/07/2023 20 min Temporada 1 Episodio 49
Stay Ahead of the Curve: Annual Estate Plan Reviews Featuring John DeSantis

Listen "Stay Ahead of the Curve: Annual Estate Plan Reviews Featuring John DeSantis"

Episode Synopsis

John DeSantis, a seasoned attorney specializing in estate planning and tax law. With a background in accounting, he attended St. John's Law School while working as a CPA, making him an expert in both fields. He has substantial experience in helping clients understand their options and craft the best plan for their estate, ensuring that their assets are distributed in line with their wishes. John's expertise has been pivotal in his work at KPMG and Levine DeSantis, making him a top choice for all estate planning matters.
Listen to this informative Legacy Leaders episode with John DeSantis  about Achieving Coordinated Asset Titling and Estate Planning, Essential Estate Planning Documents, What Happens Without Estate Planning?, Helping Clients, and Ideal Clients.

Here is what to expect on this week’s show:

Discover the crucial elements of estate planning and how it secures your future

Uncover the significance of healthcare directives and power of attorney in safeguarding your family

Debunk common misconceptions surrounding estate planning and learn the facts

Master the art of coordinating asset titling with estate planning for a streamlined approach

Embrace a personalized and thoughtful strategy to make estate planning work best for you


Connect with John DeSantis:

Website: https://www.levinedesantis.com/
Email: [email protected]
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