Helping Families Through Estate Planning with Norton Stern

Have you ever heard estate planning success stories?

In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns. 

In this episode, you will learn:

  • Reasons to work with a fiduciary advisor
  • The pros and cons of having an institutional vs. known trustee 
  • Stories of estate planning successes
  • How often to review your trust

Tune in now to hear estate planning successes!

Resources:  Synergy Capital Solutions | hello@synergycapitalsolutions.com