Estate Planning Strategies w/ John Olivieri Artwork

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Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. For more information, you can reach me at Emily.Grace@Bernstein.com or at 212-756-1951.

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Estate Planning Strategies w/ John Olivieri

April 07, 2020 • Emily R. Grace • Season 4 • Episode 6

0:00 | 36:31

Recorded back in early February 2020 (which feels like a lifetime ago), my discussion with John Olivieri, Esq around estate planning strategies may be even more timely and compelling given current conditions. John addresses the ins and outs of various strategies as well as the importance of living wills and healthcare proxies (very relevant in today's environment - how many of us have considered nutrition and hydration in our living wills?) Listen in as John and I discuss the importance of estate planning and what you should be doing today..
Who do you know who would benefit from a discussion with me or John to help them through the transitions in their life? Have them email or call me at Emily.Grace@Bernstein.com or 212-756-1951.

About Stages
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention.

About the Host
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at emily.grace@bernstein.com.