Tue, 28 July 2015
Today Michelle Lerman and I discuss estate plans and trusts. I discuss long term health care insurance, flexible spending accounts and sneaker taxes.
I ask Michelle Lerman (LermanLaw.com) about how to get the most flexibility out of your estate plan and multiple issues regarding trusts.
I discuss a few instances of wealthy people and long term care insurance.
What is a flexible spending account and how does it affect those with the affordable health care act?
I give some advice to a listener who has saved well, but has had his retirement plans affected thanks to a change in taxes in 2012.
I discuss how sneaker taxes are creating a bigger problem as opposed to fixing them.
What to expect at the upcoming seminar.
Don't forget to register for our upcoming seminar this Thursday, July 30th at the Toll House Hotel in Los Gatos. Click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.