Opens in a new tab

Estate Planning

PODCAST TOPIC

Estate Planning

  • Master the Basics of Estate Planning: Protect Your Legacy!

    In Episode 6 of Watch Your Assets Podcast, we sit down with Jim Creenan, seasoned attorney and owner at Creenan & Baczkowski, PC. Estate planning is an essential step to ensure your family's future is secure and stress-free. In this video, Jim walks us through the fundamentals of creating a solid estate plan, from wills and trusts to powers of attorney and beneficiary designations.

    View Episode
  • Real Estate & Lending Unlocked

    In Episode 9 of Watch Your Assets, we're joined by Max Jergel, a top real estate agent with Berkshire Hathaway, and Nicole Grimm, a seasoned loan officer with Movement Mortgage. Together, they break down the home buying process, current market trends, and the key things you must know before making your next move. Whether you're buying your first home or investing in real estate, this episode is packed with insider insights you don't want to miss!

    View Episode
  • What You Need to Know About Estate Planning

    We’re joined by Dan Carr, estate planning attorney and founder of Carr Law LLC in Murrysville, PA. In this episode, Dan breaks down what every family and business owner should know about wills, trusts, and protecting your legacy.

    View Episode
View More

Estate Planning

YTS Logo

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck