The Ins and Outs of Estate Settlement with Andrew Fussner
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.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Sharpe Insights: Conversations With Your Planned Giving Experts
The Science and the Sentences: Asking for an Estate Gift Without Fear or Anxiety
Title: The Art of Listening: Zen, Black Belts and Better Donor Conversations
Keys to Unlocking IRA Gifts: Lessons from the RIFT Project
The Human Element: Trust and Technology in Fundraising
Get summaries like this every morning.
Free AI-powered recaps of Sharpe Insights: Conversations With Your Planned Giving Experts and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.