After a brief discussion on the topic of non-probate assets, Eckell Sparks attorneys Christopher M. Brown and Rachael Kemmey introduce Meghan Tait of the Financial Coach. Meghan shares her knowledge and insight as she describes the difference between Certified Financial Planners versus Certified Financial Analysts.
Visit this link to listen to the podcast: Episode 6 – Guest Meghan Tait (Financial Coach) – Non-probate assets and financial advisement professionals
To hear more episodes of The State of Estates, click here.
The Media wills and estates lawyers at Eckell, Sparks, Levy, Auerbach, Monte, Sloane, Matthews & Auslander, P.C. have extensive experience handling legal issues surrounding estate planning, wills, probate, commercial litigation, personal injury claims, divorce and other family law matters. From our West Chester and Media, Pennsylvania offices, we assist clients across Chester County and Delaware County. Call 610-565-3700 to schedule a consultation or submit an online inquiry.