Tue, 23 April 2013
Learn about common estate planning mistakes and how to pick an attorney as well as your trustee with Chad Burton, CFP®, and attorney Michelle Lerman of Lerman Law Partners, LLP. Chad also discusses what retired people should look for on their tax return now that tax season is over as well as key steps to take when reviewing your retirement portfolio.
Direct download: Chad_Burton_w_Michelle_Lerman_4-22-13_Medium_32K.mp3
Category:general -- posted at: 1:55pm PST