First step for widowers in estate planning with Anna Byrne

Josh Jalinski, The Financial Quarterback is joined by Anna Byrne who is the founding partner of Eckert Byrne LLC. With over 25 years of experience, Anna’s decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed more than a decade to create a team that shares this vision. She joins us to discuss her new book The Inheritor’s Guide, in which she provides a detailed roadmap for managing estate, tax, and financial issues following the loss of one’s parents and shows adult children how to become a steward of their parent's legacy.

In this segment, Anna shares with Josh's listeners her top 3 tips for people who are dealing with loss and need to understand their personal finances so they can manage their future planning and take the necessary steps to succeed. 

Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.