Did you know there are tax traps that exist with retirement accounts and beneficiary designations? How can you avoid them? Susan Graham explains in this video.
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Don’t procrastinate! Call for an appointment to begin an estate plan to meet your goals. This FREE 30-minute consultation [ a $225 value] is available if we are the right law firm to help you.
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“Beyond Retirement” Learning Series has gone LIVE! Free webinar – Episode 28 – “You Can Protect Your Spouse and Children After You Die. Want to Start Today?” will be LIVE on Thursday, November 17 at 2:00 p.m. (Mountain Time)
To register, go to senioredgelegal.com/beyond.
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