As our next guest in The Legacy Lounge, we welcome Wendy Farner, an attorney with over 30 years of experience who has been named one of the top attorneys in the nation representing affluent families. Wendy is the founder of, and partner at, Farner & Perrin, LLP In this episode, our Deborah Stavis and Wendy talk about the importance of planning (even if the expected sunset of the current estate tax exemption level does not occur) and the power of having a properly structured will.

The pair then delve into the ins and outs of trusts, including useful information about the various types of trusts and how they can be used to assist in your planning. Finally, they discuss the role life insurance can play in helping to support your estate planning goals.

To learn more about Farner & Perrin, LLP, visit their website here: http://farnerandperrin.com/