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1/8/2022 - Money Doesn't Die With You
In the first hour, Alex joins Brian to explain how to properly set up a trust and pass on your estate in preparation for your death. They highlight the importance of setting up beneficiaries and reviewing every detail to make sure that your family doesn't end up in probate court. Nic then sits with Brian to give you some tips on how to approach your investments in 2022!
Brian Wiley, Alex Lundgren, and Nic Daniels BFA™
Financial Advisors @ Tree City Advisors
www.therealmoneypros.com
www.treecityadvisors.com
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By The Real Money Pros
5
1616 ratings
In the first hour, Alex joins Brian to explain how to properly set up a trust and pass on your estate in preparation for your death. They highlight the importance of setting up beneficiaries and reviewing every detail to make sure that your family doesn't end up in probate court. Nic then sits with Brian to give you some tips on how to approach your investments in 2022!
Brian Wiley, Alex Lundgren, and Nic Daniels BFA™
Financial Advisors @ Tree City Advisors
www.therealmoneypros.com
www.treecityadvisors.com
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