Ep. 221 Launch Financial-How Estate Planning Applies to All Stages of Life- With Adam Moskowitz
Release Date: 02/10/2025
Launch Financial
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Tune into this week’s episode of Launch Financial as we are joined for a second time by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On our previous episode with Adan, he helped simplify estate planning and explained how and why it’s so important, regardless of your status or wealth. On today's episode, we dive deeper into some of the misconceptions surrounding estate planning, and how it applies to all stages of life. More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts,...
info_outlineLaunch Financial
Overview: Tune into this week's episode of Launch Financial as we continue to discuss a slew of corporate earnings set to report this week following last week's tech disruption, Fed's decision to hold rates steady and global trade developments from the Trump Administration. Show Notes:
info_outlineTune into this week’s episode of Launch Financial as we are joined for a second time by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On our previous episode with Adan, he helped simplify estate planning and explained how and why it’s so important, regardless of your status or wealth. On today's episode, we dive deeper into some of the misconceptions surrounding estate planning, and how it applies to all stages of life.
More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Additionally, Adam’s experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. Adam has completed administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries.
Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at [email protected].
What You’ll Learn:
- Why Estate Planning Applies to Every Stage of Life
- The importance of having a strong financial team
- Misconceptions on Estate Planning
Show Notes: