Estate Planning with Susan Adinamis

Household CFO

In this episode, Benji is joined by Susan Adinamis of Adinamis and Saunders, P.C. to discuss estate planning. First, they discuss the basics of estate planning and what the everyday consumer should have from an estate plan. Then, they dive deeper into advanced topics, such as the estate tax exclusion.

For more information on FORUM Private Client Group, please visit www.forumcu.com/pcg.

To learn more about Susan and Adimanis & Saunder, you can visit www.adinamis.com.

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