Estate planner Kate Maier joins the show to talk about the things people don’t know and should about estate planning.
Questions Answered Include:
- If I want to start putting my estate together can I just find an attorney? Who should I be looking to work with if I’m not a client of your firm?
- If I don’t have a lot of assets, but my home holds a lot of value, how do I split that physical property up between my two children? Would they need to sell the home to get equal inheritances?
Featured Segment: Estate Planning
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Wealth Enhancement Group nor LPL Financial provides tax or legal advice.
Series 7, 53 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License Peg was attracted to the financial services industry early in her career. She feels fortunate to be able to use her 30 years of in-depth knowledge working alongside Preston, the Roundtable™ and their staff to prepare clients for retirement. A lifelong learner, she enjoys collaborating with her team to stay on top of the best practices regarding comprehensive planning....Read More