What can you do NOW to protect your loved ones if something happens to you? Danielle, Charlie, and Kevin discuss some action steps that will help ensure your family is taken care of in case of death or disability. Don’t put off the things that matter most…we want to help you take action now!
This is a recording of our Wealth & Estate webinar for those of you who weren’t able to attend and for those who want to review the information again. Charlie Mattingly and Kevin Gormley, invited attorney and estate planner, Danielle Woods J.D., to discuss the various elements of death taxes, wills, trusts, long-term care and life insurance, and how to keep it all organized.
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The Leading Edge Team
This video is for educational use only and your situation is unique. Please see an estate attorney, tax CPA, or other professionals before you initiate any of the ideas discussed.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 06/12/2018 and are subject to change at any time due to the changes in market or economic conditions.