Michelle Lerman and I discuss several aspects of estate planning

Today I discuss several aspects of estate planning with guest Michelle Lerman of Lerman Law Partners, LLP. I also cover topics such as: Q-Tip trusts, who you do, and don’t want to be the conservator of your trust, and a listener question about dynasty trusts.

 

And much, much more!

To sign up for our upcoming seminar, click here.

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

 

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