Michelle Lerman calls in to discuss what you'll want to do for National Estate Planning Week

Today I talk to Michelle Lerman who calls in for National Estate Planning Week. We also discuss:

• Other events you need to consider in your estate plan, like re-marriage, lost documents and non-spousal beneficiaries
• Estate taxes and how Prop 13 factors into your estate plan
• The estate plans of famous people who had great and awful estate plans.
• I take call about the payment terms of an inherited property.
• That and so much more!

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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.

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