Estate Planning Series - Introduction

About the Episode

Ilona welcomes private wealth attorney Amy Koontz to the studio to begin a series on estate planning and the essential documents that you should have squared away.

About the Guest

Amy Koontz

Partner, Husch Blackwell LLP

Amy concentrates her practice on estate planning and estate and trust administration. She has helped to design and implement numerous plans to minimize gift, estate and generation-skipping transfer taxes that are associated with succession planning for individuals and privately held businesses. Additionally, Amy develops core estate planning documents such as wills, revocable living trusts, premarital agreements, marital property agreements, financial powers of attorney and healthcare powers of attorney. Amy has extensive experience advising fiduciaries in administering trusts and estates to minimize risks, avoid litigation, and effectively settle disputes without court intervention. She also frequently represents beneficiaries in connection with the administration of estates and trusts. Amy is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

More about Amy

More Insights on Wealth Planning

Read the Article: Summer doldrums? Not this year
Article

Summer doldrums? Not this year

By: CD Wealth Management

The summer of 2020 continues to see markets drive higher while the economy plods along, waiting for another stimulus package to help struggling small businesses.