Michelle Lerman and I discuss estate planning for Blended Families including tools such as Protection trusts and Dynasty Trusts.  I also discuss the alarming rate at which younger people are cashing in their 401ks when they switch jobs and your Q4 financial To Do List.

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , or call the show 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.

Commercial-Free

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!

To sign up for our upcoming seminar, click here.

Email your money question to chad@newfocusfinancial.com , 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.

Commercial-Free