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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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Jan 22, 2018

“Do I get a step-up in the basis of a property that I inherited?” This is the first of two questions in today's "Listener Questions" episode.

Then John answers a question about leaving an inheritance to someone who may face a divorce. Should you do something special in this situation?

To read more, or find more information, visit http://www.bigpictureretirement.net/056

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