What will you be leaving to your family once you’re gone?

Posted on 4-12-2022

Many people want to leave their money, house, car, or other assets to their children or family members after they pass.

But if you fail to properly plan, those decisions may be left to the fate of your state.

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Attorney Al Spiegel, to show us what can go wrong if you don’t plan ahead.

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning