What if the asset transfer was by way of probate?
* Marc is LIVE this week. * Marc shares challenges some clients have gone through resulting from the unexpected loss of the family member that managed the finances. In addition to the sadness felt and necessary planning required, imagine realizing that the road to asset transfer is by way of probate? So, is your financial house prepared for a sudden loss? Marc shares what you need to know.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
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