In this week’s episode, Thomas and Kyle are joined by Salvatore Bello III, an attorney with a focus on estate planning located in King of Prussia, PA, right outside of Philadelphia. In this episode, we discuss why we believe it is important for everyone to have a will. We also dive into the value of trusts and how they can work for you. The biggest misconception with estate planning is that it is reserved only for the wealthy, but, as we discuss in this episode, there are many ways in which everyone can benefit from some form of estate planning. To reach Sal, you can contact him at Sbello3@pmrbm.com or (610) 992-1300.

Fresh Finance is hosted by Thomas Elms, CFP® and Kyle Ryan, CFP®, who are both Financial Advisors affiliated with LPL Financial. These two parties act separately. This podcast is only made for general educational purposes and should not be interpreted as Financial Advice. Securities and Investment Advice offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Links section.

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