New Focus on Wealth with Chad Burton : Chad Burton, CFP ®, talks to estate planning attorney Michelle Lerman about efficent estate planning

New Focus on Wealth with Chad Burton

Thu, 24 April 2014

Chad Burton, CFP ®, talks to estate planning attorney Michelle Lerman about efficent estate planning

Chad Burton, CFP®, guest today was estate planning attorney Michelle Lerman of www.LermanLaw.com. Topics they discussed:

* How to avoid probate costs
* How to leave IRA's to children
* Avoiding spoiling your children with inheritance
* Charitable remainder trusts
* Millennial’s perceive financial freedom

Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.newFocusFinancial.com.

Direct download: Newfo-0423-140020w20Michelle20Lerman203segs20CONTAINS20AUDIO20FAILURES2832K29.mp3
Category:Estate Planning -- posted at: 2:28pm PST

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