Episode 115 - Estate Planning with guest Matt Schwartz, JD

from Retire Secure! · host James Lange

Wills, Trusts and Estates Jim Lange, CPA/Attorney Guest: Matt Schwartz, Esq. Episode 115 TOPICS COVERED: Guest Introduction – Matt Schwartz, Esq. Money Saving Strategies for your Legacy: Leaving to Charities Avoiding Probate Trusts as Beneficiaries Attorneys and Financial Advisors Working Together for You Special Needs Trust The Importance of Having Assets in the Right Name Naming Trustees and Executors Money Saving Strategies: For You and Your Livelihood The Threat of the Death of the Stretch IRA Disclaimers

Episode metadata supplied by the publisher feed · Published Feb 11, 2015

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Episode 115 - Estate Planning with guest Matt Schwartz, JD

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