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Top Gun: Maverick - Core Estate Plan and Gifting Basics

August 29, 2024 Podcast
The Verdict: Estate Planning Through Film
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Welcome to The Verdict: Estate Planning Through Film. In our first episode, I’m joined by BNY Wealth senior client strategist and former Navy and Blue Angel pilot C.J. Simonsen to discuss the movie Top Gun: Maverick.

With the sound of F-18s figuratively roaring around us, we’ll explore the benefits of establishing a core estate plan, gifting basics, and more.

Ever wonder if Iceman would name Maverick as a successor trustee or who would inherit The Hard Deck?  We did, so let’s get right into it!

Show Notes:

Hons Yung, Partner, Farella Braun + Martel

C.J. Simonsen, LinkedIn profile

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

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