Estate planning is by definition the act of preparing for the transfer of a person’s wealth and assets after his or her death according to investinganswers.com. At first glance you might not really associate estate planning with your retirement even though it is in-fact a vital part of the process.
In this episode of the Let’s Talk Future Show, Michael Clark and John McCann are joined by Geoff Hoatson to help answer some key questions on estate planning and how it ties into planning for retirement. They will cover topics from probate to investment properties so you will not want to miss this great opportunity to learn something new that might be able to make a difference in your life. As always, this show cuts through the noise and nonsense about money and gives you the tools you need to build wealth, invest for the future, and put a plan in place.
Quote of the day: “The internet is just a world passing around notes in a classroom.” – John Stewart
Need to find something from today’s show? We have you covered down to the minute!
- Titling accounts with Geoff Hoatson – 3.5 Min
- Do I need a trust? – 8 Min
- Email question about investment properties and retirement income – 20.5 Min
The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Michael Clark and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Ep. 121: Incorporating Estate Planning to Your Financial Plan