Feature Image

03/18/20 – Episode 40 — Putting Your Trust in a Private Fiduciary During a Transition — with Barry W. Finkelstein

  • Discover what benefits a private fiduciary can bring to you during times of transition 
  • Hear real-life stories from private fiduciary and estate planning lawyer Barry W. Finkelstein on how he guides families through the protection and transfer of their assets — and how he prioritizes keeping families together throughout this challenging process


Resources:  Gates Pass Advisors | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Law Office of Barry W. Finkelstein