Estate Planning With Special Guests Alex & Adam Agnew

25:02
 
Delen
 

Manage episode 302988596 series 2365853
Van Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske, ontdekt door Player FM en onze gemeenschap - copyright toebehorend aan de uitgever, niet aan Player FM. Audio wordt direct van hun servers gestreamd. Klik de abonneren-knop aan om updates op Player FM te volgen of plak de feed URL op andere podcast apps.

Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today's show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it's important to avoid probate court.

Important Links:

Agnew Law Office Website: https://www.agnewlaw.com/

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A Meeting: http://PathfinderChat.com

81 afleveringen