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The Ins and Outs of Estate Settlement with Andrew Fussner

The Ins and Outs of Estate Settlement with Andrew Fussner

Sharpe Insights: Conversations With Your Planned Giving Experts
• 33 min
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You’ve got to cover your bases to cross the finish line. Estate settlement expert Andy Fussner joins host Grant Miller to discuss the importance of tickler systems, what may be hiding in estate accountings and inventories, common and costly mistakes to avoid and how nonprofits can team up when named jointly in a will or trust.