Tue, 2 June 2015
Today, I speak to estate planning attorney Michelle Lerman about retirement planning and how to leave assets to your heirs in the most tax efficient way. Other topics are:
Don't forget to sign up for our seminar at the Double Tree in Burlingame this Thursday, June the 4th at 6:30pm. Click HERE to sign up!
Email your money question to firstname.lastname@example.org , 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.