mark shiller

Feb 15, 2024 1:51 pm

Barriers to Estate Planning Part II

By Steve Sanduski, CFP®|2024-02-15T13:51:28-06:00February 15th, 2024|Categories: ROL Blog|Tags: Estate Planning, Life-Centered Planning, mark shiller|

In the second of our two videos, estate planning attorney Mark Shiller explains how to overcome clients' estate planning barriers.

Feb 1, 2024 11:50 am

Barriers to Estate Planning Part I

By Steve Sanduski, CFP®|2024-02-15T13:35:12-06:00February 1st, 2024|Categories: ROL Blog|Tags: Estate Planning, Life-Centered Planning, mark shiller|

Attorney Mark Shiller joined a recent ROL Advisor Learning Hour to discuss the barriers to engagement in estate planning.