Get Ready! with Tony Steuer – Ep3: The Future of Estate Planning with Chris Hall

Welcome to Episode 3 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode,  of GET READY!, I spoke with Chris Hall about the blending of technology with human advisors, strategic partnerships and trends. Chris shared how his firm blends a fintech approach with human lawyers to create a … Read more

August is Estate Planning and Beneficiary Review Time

August is the time to review your estate plan and estate planning documents to make sure they are current. This includes wills, trusts, and advance directives. This is especially important if you have had a major life event such as a marriage, birth of a child or divorce.  Consider if beneficiary updates are needed for … Read more

Interview with Chris Hall, Founder, EPNavigator

EPNavigator is a simple and affordable way to take care of your basic estate planning needs including powers of attorney, wills and trusts. I am pleased to be able to partner with EPNavigator and offer their unique resource.  Estate Planning is an important financial task that can oftentimes fall to the wayside.  With EPNavigator, you … Read more

Have You Planned Your Estate Or Will Your Estate Plan You?

Estate planning is another important part of a sound financial plan.  Coming up with a full financial plan can seem overwhelming.  If you take it one step at a time, you’ll be amazed at how much you can accomplish.  Not having an estate plan or not updating an old estate plan can leave your heirs … Read more