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 we don’t plan ahead.
For more information, contact:
Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning