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Showing episodes and shows of
Laura Russo & David Chaves
Shows
Retirement Road Map
Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves
For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable to unnecessary taxes, legal fees, and stress. In this episode, SHP's Laura Russo is joined by returning guest Attorney David Chaves to share actionable tips and strategies for reducing estate taxes. Dave discusses how his real-life experiences shaped his commitment to helping families secure their financial futures and preserve what they've worked for. Together, they unpack the...
2025-11-12
42 min