Description
In this class we will:
- Learn how to tie your financial plan to your legal plan to ensure your exact wishes are met.
- Find out the most common mistake that could disinherit your loved ones.
- Two ways to control payouts to heirs who are not good at managing money – one is free and one can be costly.
- The best strategy to pass money to a grandchild…it is good for you AND it is good for them.
- How to protect a spouse from the loss of the primary income/pension earner.
