Transcript of “Estate Planning 101 with Ann Christensen” is now available to Subscribers!

Subscribers: Click to download/view the Transcript.

Also find it in the blog post; at the Subscriber Resource Page, and in the Solari Report Archives.

From the transcript:

C. Austin Fitts: It’s my pleasure to introduce to you and the subscribers of The Solari Report to a very special person, Ann Christensen. Ann hails from Santa Fe, New Mexico. She is a remarkably seasoned trust officer and is someone I’ve had the privilege of working with. I have often recommended her. One of the reasons is, having experienced many, many years of working with families and their financial and other issues, the full gamut of what families deal with, I find that she has a great gift for helping people get their affairs organized, for planning, and thinking through all the issues involved in both tangible and intangible assets.

So it’s a great privilege to welcome her to The Solari Report, because I have wanted to do something on estate planning for a long time, but the question is how can you find somebody to help you with inspired estate planning? Ann is absolutely someone who can do that. So, Ann, welcome to The Solari Report.

Ann Christensen: Thank you very much, Catherine. What a wonderful start. I appreciate that.