Episode notes
I know estate planning is not the most thrilling topic, but trust me—you don’t want to miss this one. Because having peace of mind around your estate plan one of the most important things you can do for your family and legacy – and your own peace of mind! My husband and I are in the process of updating our estate plans and what I learn I like to share.
Joining me to shed light on the estate essentials is Michael Arlein, a former investment banker and now a top New York-city estates lawyer. Michael Arlein is Chair of the Trusts and Estates group law firm Patterson Belknap where he advises high net worth individuals, entrepreneurs and founders of some of today’s fastest growing companies on tax and estate planning. In this episode, Michael breaks down the essentials that every wealthy individual needs to know.