5-02-21 Dollars & Sense: Impact of ‘Financial House’ disruption when spouse passes

2May

Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.  

* 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.

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***

If you have a question or a topic that you would like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.

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