50 Fast Facts about Estate Planning

Friend of Client First and exceptional Estate Planning Attorney Rob Melick is no stranger to shifting perspectives over the course of life's journey. While attending college in Philadelphia, he was the only Midwesterner on the football team, and he was constantly told that he talked slowly. In fact, Rob's teammates immediately nicknamed him “Fargo,” paying homage to the 1996 movie about small-town police and woodchippers.

Fast forward 20-plus years to today, and Rob is now told the exact opposite. In serving clients as an Estate Planning Attorney, he often hears that he speaks too quickly. Rob certainly showcases his brisk speaking tempo during the August 2022 Lunch and Learn event, where he covers “50 Fast Facts about Estate Planning.”

Typically, Rob presents on a select number of topics or goes into great detail about a set of case studies. This month, he flips the script in a rapid-fire discussion that covers both common and unique facets of estate taxation, limited powers of attorney, guardianship, beneficiaries, probate, and much more!

Click on the video above to check out this month's Lunch & Learn event! All relevant links referenced in the presentation can be found below.

RESOURCES:
Presentation Copy >
Leave Feedback >

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.