The Confident Retirement: IRAs, Incapacity, & Veterans Estate Planning

Partner, Gary Altman, Esq., was recently interviewed by Kris Flammang and Mark Picchi on The Confident Retirement. It was a great experience! We talked about estate planning details.

The Confident Retirement features experts involved with the many different parts of a confident retirement. I was fortunate enough to be a guest on the show. I found the experience to be empowering. Kris Flammang and Mark Picchi are passionate about what they do!

Here are just a few of the topics we covered:

• Negative consequences occur when you don’t ask the right questions.
• Why do people procrastinate estate planning?
• Why is estate planning so important?
• What is incapacitation?
• What is a revocable living trust?
• Important things for veterans planning their estate.
• It’s better to plan early and often.
• The biggest opportunity and challenge for estate planning going forward

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