NEW HAVEN, Conn. (WTNH) — CT Style’s Jillian Andrews welcomes Money Wisdom, sponsored by Johnson Brunetti.
We’re teaching you smart ways to manage your money, and here with expert advice is Heath Grossman, CFP®, and Partner at Johnson Brunetti Retirement & Investment Specialists.
Today we’re talking about some tips & tricks that can help ensure that your estate planning results in the best outcome for you and your family. Below are some important steps Heath recommends in this interview:
- Set a durable financial power of attorney & health care power of attorney
- Consider setting up a trust
- Review your estate plan regularly
Today’s Free Offer –Estate Planning Checklist
Visit our website and check out our new resource center or register for a FREE 15-minute call with a financial advisor: www.johnsonbrunetti.com