The Exceptional Advisor Podcast
The Exceptional Advisor Podcast
Investments & Wealth Institute
The Basics of Estate Planning w/ Brendan Payne & Jeng Chiu
56 minutes Posted Sep 30, 2022 at 8:02 pm.
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Brendan Payne, JD, LLM, Vice President and Director of National Sales Consulting with Delaware Life Marketing, and Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discuss in this podcast key estate planning strategies, key estate planning documents, estate taxes, and special estate planning circumstances.