VideoChat – Estate Planning with Andrew Karlen
Andrew Karlen, is partner of Karlen & Stolzer, a financial planning firm involved with estate and succession planning.
VideoChat with Caryn A. McBride explores a range of topics and issues affecting the business community in Westchester.
Caryn A. McBride is Executive Editor of the Westchester & Fairfield County Business Journals & Hudson Valley Business.
Karlan explains, (though a difficult topic to discuss with clients) the process of estate planning and its importance.
Duration : 0:3:9
Recommended Reading
- Management Succession Planning for Family Businesses
- Can you make my ‘experimental method’ more professional and fleshed out?
- Settlement and the ADR Process – Hull on Estates and Succession Planning #204
- Succession Planning for Family Businesses-Coffee and Candor
- Management Succession Planning Blueprint (ebook)
Related posts:
- VideoChat – Business Growth with Andrew Karlen
- Andrew J. Pease Promoted to President and Chief Executive Officer of … – MarketWatch (press release)
- QuickLogic Corporation (QUIK) Names Andrew J. Pease as CEO – StreetInsider.com (subscription)
- Halogen Closes Third Quarter with Sustained, Outstanding Growth – MarketWatch (press release)
- Direct and Indirect Approaches to Estate Planning – Part 1


