On Wednesday, June 5 at the offices of Frost Brown Todd, attendees joined in a conversation that focused on multi-generational estate planning. The conversation covered topics such as developing the right team, refreshing old plans, utilizing the increased exemptions, and creating a balance sheet to help formulate a plan. Expert panelists included Jason Katz, CFP, Wealth Advisor & Principal, Bartlett Wealth Management, Andrea Costa Laden, Senior Associate, Frost Brown Todd and Lisa Riccardi, Shareholder,…
2019 Estate Planning Forum
