Estate Planning is not just for the wealthy. It's for anyone who wants to control what happens to their dependents and their assets when they pass, especially if you want to avoid:
- Family Fights
- Family Burden
- Government Deciding
- Delays
- Excessive Fees
Find out how to decide, AND MAKE IT LEGALLY BINDING, with Estate Planning. RetireMentorship.com/31 Need help finding a planner to conduct your insurance planning? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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