Episode 015 Everything you need to know about estate planning, Featuring Everett Sussman – Alpha Tax with Matt Chancey Since 1993, attorney Sussman has operated a solo-practitioner law firm, with a practice focusing on estate planning and probate administration. He brings experience, expertise, sensitivity, and humor to what can often otherwise be a stressful, trying process. His clients have ranged from centenarians to the not-yet-born; from simple situations to the complex. He has extensive experience working with special needs families. In our conversation, Everett talks about how he helps his clients create their estate plans and how you can too. How Covid has changed the way people think about estate planning. Other topics we discuss include: How people can prepare when beginning the estate planning process The importance of reviewing your estate plan throughout the years The opportunities of a 529 plan Reasons why probate isn’t always a bad thing The differences between a will and a trust Enjoy the show! Connect with Everett: Website: www.EstateLawOnline.com LinkedIn: https://www.linkedin.com/in/egsesq/ Facebook: https://www.facebook.com/LawOfficesOfEGSussman Twitter: https://twitter.com/EGSussman Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices
