Fundamentals of Estate Planning (Part II) with Nick DeVito, CFP
Update: 2025-09-23
Description
This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Nick DeVito. Nick is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part series on estate planning.
In this episode, Mike and Nick talk about the utilization of trusts for the sake of distributing assets through generations. The guys then dive deep into the taxation of estates on both the federal and state levels. This is a great episode for anyone who has questions about estate planning, wills, or trusts.
For more information on Menninger & Associates Financial Planning visit https://maaplanning.com
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