Funding Clinic Webinarfrom Pamela H Potter
You’ve already made the important step of creating an estate plan with your Living Trust. But, did you follow through on the instructions we gave you to properly fund your Trust? Have all of your accounts been titled correctly? Are beneficiary designations correct on all life insurance, 401(k)’s, IRA’s, etc.? This is the perfect time to make sure your estate plan is properly funded and works as you designed it. (from )
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July 15, 2020 from 2:00 to 3:00 pmJuly 15, 2020 02:00 to July 15, 2020 03:00
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