Estate Planning With Special Guests Alex & Adam Agnew episode artwork

EPISODE · Sep 23, 2021 · 25 MIN

Estate Planning With Special Guests Alex & Adam Agnew

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today's show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it's important to avoid probate court. Important Links: Agnew Law Office Website: https://www.agnewlaw.com/ Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.com

Episode metadata supplied by the publisher feed · Published Sep 23, 2021

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Estate Planning With Special Guests Alex & Adam Agnew

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This episode was published on September 23, 2021.

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