Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)

Truth in Planning
24/08/2024 40 min
Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)

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Episode Synopsis

On today's show, financial planner Gary Anderson provides a checklist for putting your retirement finances in order ahead of time. Also, elder law and estate planning attorney Kevin Tharpe reminds you that a will is not effective without a trust.

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