Best Practices for Financial Assets in Estate Planning

<p>Are you coordinating your financial assets and your estate plan to make sure to make sure your testamentary intentions are effectuated?&nbsp;This is the topic of today’s episode with our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver&nbsp;Truhlsen&nbsp;and her guest, Stacie&nbsp;Neussendorfer&nbsp;J.D, CFP®, CAP®, CKA®., a Senior Lead Advisor with The Foster Group who has significant experience as both an estate planning attorney and in wealth management.&nbsp;Listen in as they discuss Agency Accounts, Titling of Financial Assets, beneficiary designation, and coordinating annuities and tax qualified accounts such as IRA's.</p><p>A&nbsp;<a href="http://hurrdatmedia.com/" rel="noopener noreferrer" target="_blank">Hurrdat Media Production</a>. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>