•The 3 documents everyone MUST HAVE in retirement
•The USELESS WILL-it’s a good thing!
•Basics of a Revocable Living Trust
•How to avoid DEATH Probate and LIVING Probate
•How to BLOW UP 401K’s and IRA’s with unnecessary TAXATION
•How to accidentally disinherit children and grandchildren
•2nd marriage solutions in Estate Planning
•What to do if you have a Retirement Account and a Revocable Living Trust
•Beneficiary Form mistakes to avoid-Retirement Accounts, Life Insurance, Annuities