Posts Tagged ‘directive’
7 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 MoreTrusts Simplified With Philip E. Holsworth
Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but…
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