The Albany Business Review hosted three experts to discuss investment strategies, estate planning and gifting. The discussion was moderated by Sierra Kehn of the Albany Business Review.
What is an estate plan and why is it important to create one?
Drew Clark: An estate plan is an alignment of several different elements of your financial life. It’s making sure that not only do you have a will, but you also have health care proxies, durable powers of attorney, and guardians named for your children.…
