Posts Tagged ‘beneficiary’
RERL-1503-Multigenerational Planning
By now it’s no secret that the bull market we saw for so long is currently experiencing a bit of volatility. Planning for the future is more important now than ever and ensuring you leave a legacy for your children is becoming increasingly difficult. Today Joe talks with Ameriprise CFP George Papadoyannis about planning for…
Read More7 Biggest Mistakes People Make With Their Estate Plan
Part of the focus of our podcast is to help you make wise financial decisions in and around your real estate. Returning to RERL this week is estate planning and tax attorney, Linda MacKay, to divulge the 7 biggest mistakes people can make with their estate plan. First off Joe will ask Linda to explain…
Read More