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Valley National Financial AdvisorsEstate Planning Series Introduction

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® introduces a video series that will reveal her five-step approach to crafting an estate plan.

Valley National Financial AdvisorsEstate Planning Series - Identifying Goals

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan. Step 1: Identify Your Goals

Valley National Financial AdvisorsEstate Planning Series - Asset Inventory

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan. Step 2: Taking an Asset Inventory

Valley National Financial AdvisorsEstate Planning Series - Considering Heirs

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan. Step 3: Considering Heirs

Valley National Financial AdvisorsEstate Planning Series - Understanding Taxes

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan. Step 4: Understanding Taxes

Valley National Financial AdvisorsEstate Planning Series - Executing the Plan

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan. Step 5: Executing the Plan