Episode 18 – Estate Planning Fundamentals and Estate Planning After the Recent Tax Law Changes

Do you know the fundamental pieces to estate planning?  It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes.

Learn more in this episode as I interview a very special guest, Michael Nolan, a Trust and Estate Planning Attorney with offices in Melville and New York City.

Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management