Today I talk to Michelle Lerman who calls in for National Estate Planning Week. We also discuss:
Other events you need to consider in your estate plan, like re-marriage, lost documents and non-spousal beneficiaries Estate taxes and how Prop 13 factors into your estate plan The estate plans of famous people who had great and awful estate plans. I take call about the payment terms of an inherited property. That and so much more!To sign up for our upcoming seminar, click here.
Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Commercial-Free
