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Legacy planning mistakes that can cost thousands of dollars
Gary Garland and co-host Doug Turnbull talk about one widow’s long battle with a corporation to get her husband’s pension and the big mistake he made that caused this conflict. Gary also talks about the latest in the deaths of Gene Hackman and his wife and how their complicated wills are creating a mess. Gary leans on his 30+ years as an elder law attorney to share tips on guardianship, trusts, wills, and beneficiaries. And he shares what Integrated Wealth Solutions can offer someone that most financial advisory firms cannot.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.
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Gary Garland and co-host Doug Turnbull talk about one widow’s long battle with a corporation to get her husband’s pension and the big mistake he made that caused this conflict. Gary also talks about the latest in the deaths of Gene Hackman and his wife and how their complicated wills are creating a mess. Gary leans on his 30+ years as an elder law attorney to share tips on guardianship, trusts, wills, and beneficiaries. And he shares what Integrated Wealth Solutions can offer someone that most financial advisory firms cannot.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.