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Estate Planning
Manage episode 383882968 series 3494562
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Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.
Episode Topic: Estate Planning
Guest: Kate Cassidy | Vice-Presidents, Advanced Markets | Barnum Financial Group
Bio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.
Barnum Financial Group, does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.
*Licensed but not practicing
Follow us on our Instagram: @barnumfinancialgroup
CRN202609-5145223
33 episoder
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