Why Estate Planning is a Must-Have Conversation

Why Estate Planning is a Must-Have Conversation

The Next Level Advisor

17/11/2023 9:02AM

Episode Synopsis "Why Estate Planning is a Must-Have Conversation"

On today's episode, hosted by Edgar Morales, we hear from Andrew Weinhaus, who is counsel to NextPoint Solutions and the managing member of The Law Office of Andrew Weinhaus. Andrew brings over three decades of expertise to the table, with a laser focus on estate planning, tax strategies, and business succession for closely held entities.  In the discussion, Andrew shares some key reasons why estate planning is such a critical (and timely) topic for financial advisors today. Tune into our discussion to get an insider's look at one of the most important topics in today's financial landscape. 

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