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Estate Planning 101: What, Why and How

Estate planning: What exactly is it, why do we need to do it, and how do we start?

Those are the top three questions that my friend, estate planning lawyer Sona Tatiyants, gets asked about her practice, and in this week’s Financially Wise Living episode she’s sharing her answers.

And don’t let the words “estate planning” scare you—the most important thing to remember, Sona explains, is that it’s there to make your life easier.

Best of all, estate planning, like financial planning, can help you plan for the stage of life you’re in right now. If you have any questions about either, don’t hesitate to reach out to me today—I’m here to help.

Love and success,




The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial adviser prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.