Publications and Presentations

Danielle Friedman, Herb Fineburg and Charles “Max” McCauley III Release Episode 2 of Trust Us: Estate Planning Wisdom

March 20, 2024

In Episode 2, “Passing Your Wealth to Your Children: How to Ensure Your Children Benefit from Your Hard Work,” hosts Danielle FriedmanHerb Fineburg and Charles “Max” McCauley III explore the complexities of estate planning through a poignant case study. They discuss the repercussions of neglecting trusts in a $24 million estate, revealing how the absence of this vital component led to unintended consequences. Listen in to insights into the benefits of trusts, debunk common misconceptions, and discover the importance of comprehensive estate planning.
Listen here:

Spotify | Apple Podcasts | Offit Kurman

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