Mon, 21 March 2016
Estate planning attorney Michelle Lerman calls in and tells us about options for the new Transfer-On-Death Deed (TOD) and if a living trust is still the best option for leaving your home to an heir. She then walks us through the steps for setting up a TOD Deed and mentions several pros and cons. We also discuss the new California Law giving rights to the terminally ill patient to request life ending treatments.
Later on I discuss things to consider as you file taxes such as state sales tax deduction, child care and the American opportunity tax credit. A caller asks for my opinion about safe money invested in two different funds. I also explain new "computer" benefits for 529 college savings plans and I discuss what index beating active mutual funds have in common.
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.
Direct download: Newfo-0321-160032k.mp3
Category:Estate Planning -- posted at: 3:06pm PDT