Ep 62: The Importance of Having A Personalized Estate Plan with Dan Weiner

Our guest this week is the owner of Weiner Legacy Law, Dan Weiner. In his practice, Dan helps families put together a personalized and comprehensive estate plan that meets their objectives and wishes. On today’s show we discuss the differences between a trust and will, the probate process, and why estate planning is so much more than just a pile of documents.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 935-6210

Call Thomas: (973) 394-0623