40 min listen
#021: Naming Beneficiaries - How to Avoid Screw-ups
#021: Naming Beneficiaries - How to Avoid Screw-ups
ratings:
Length:
46 minutes
Released:
May 22, 2017
Format:
Podcast episode
Description
Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in your Will. These are just a few of the things you NEED to understand so you can avoid making a major mistake with your estate planning. For more information, visit http://www.bigpictureretirement.net/21
Released:
May 22, 2017
Format:
Podcast episode
Titles in the series (100)
#006: Hiring a Financial Advisor: The second type of advisor every retiree needs in their corner is a Financial Advisor. Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations... by Big Picture Retirement