Michelle Lerman and I discuss estate planning for Blended Families including tools such as Protection trusts and Dynasty Trusts. I also discuss the alarming rate at which younger people are cashing in their 401ks when they switch jobs and your Q4 financial To Do List.
To sign up for our upcoming seminar, click here.
Email your money question to chad@newfocusfinancial.com , or call the show 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
