In this conversation, Deb and Laurie discuss the importance of properly managing and organizing estate planning documents, particularly in relation to businesses and investment properties. They emphasize the need for matching documents for both individuals and businesses, as well as the importance of funding trusts and updating documentation regularly. They also highlight the potential legal issues that can arise from not including businesses in estate plans and not updating beneficiaries. The conversation concludes with a discussion on the importance of working together as a team, including financial planners, attorneys, and accountants, to ensure comprehensive and effective estate planning. In this conversation, Deb Christensen and Laurie Hancock discuss various financial topics, including retirement planning, Social Security benefits, 401k withdrawals, IRA contribution limits, and RMDs on IRAs. They emphasize the importance of having both guaranteed income and supplemental income in retirement and offer advice on how to achieve this. They also address listener questions and provide guidance on specific situations. Overall, the conversation provides valuable insights and actionable steps for individuals preparing for retirement.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

 

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