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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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May 22, 2017

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

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