Top Gun: Maverick - Core Estate Plan and Gifting Basics

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Welcome to The Verdict: Estate Planning Through Film. In our first episode, Farella Braun + Martel partner Hons Yung is 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 See more +

Welcome to The Verdict: Estate Planning Through Film. In our first episode, Farella Braun + Martel partner Hons Yung is 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: www.fbm.com/private-client/publications/top-gun-maverick-core-estate-plan-and-gifting-basics

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. See less -

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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