A Holistic Approach To Revolutionizing Estate Planning (Ep. 7)

The Financial Leverage Point

17-10-2023 • 34 mins

The importance of communication in estate planning cannot be overstated, in fact it might be the most crucial aspect of these client relationships.  In this episode, John Iannucci speaks with Michael Sneeringer, an estate planning attorney. They discuss the role of an estate planning attorney in creating and managing clients’ estate plans, with a focus …

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