Estate Planning

What Comes Next: Understanding the Legal Process After a Loved One Dies

Eric is joined by Tara Faquir and Leah Del Percio to talk about the legal and administrative processes that people go through after a loved one dies, and the ways they can save money during these processes. Bullet points of what is covered during the…

Hack Your Budget: Simple Steps for Saving Money and Paying Off Debt

Saving money and getting out of debt can be hard, but with the right tools, strategies, and guidance, it is possible. Join BFG Financial Advisors and Budgets Made Easy for a one-hour webinar that gives you actionable advice and simple steps to help you reach your financial goals.

Creating a Legacy Through Charitable Planning

Eric Brotman discusses different strategies to create a legacy that actually makes a difference in charitable planning, with CEO of Exponent Philanthropy, Henry Berman. “Giving is thoughtful and highly personal…It comes down to your values, what…

Estate planning basics – not only for the rich

Eric Brotman and his guest, Jill Snyder, discuss the greatest financial gift you can give your children: influence, not affluence. In This Episode: The importance of having an estate plan Why an estate plan is not only for the wealthy When to create…

Legacy planning – Leaving behind something more important than money

In this episode, Eric Brotman and his guest, Rich Polt, discuss how important family is and that preserving a legacy isn’t always just about financial estate. In this episode: How will you be remembered? What can you leave to your children,…