Some people cringe at the thought of planning for all their "stuff" and what happens to their children. Estate planning is not an easy thing to tackle, but it's a necessity because without a plan, the state has one for you. We've been helping more and more clients as they navigate a family loss. What it means as far as distributing money, taxes and who's in charge of it all. 

Chances are you've had a couple of jobs over the years. It's important to keep track of your retirement accounts throughout the years or you could forget what you own, keep them in an account that nobody is managing and lose a ton of money. This year is a reminder for many and opening statements after years of neglect can be painful. Luckily we have a solution to help ensure we capture your old accounts and make them part of your overall financial plan. 

Tune in and subscribe to hear this and more! #estateplan #will #powerofattorney #trust #probate #death #401k #403b #retirement #investment #ira #money #wealth #financialplan #retirementplan

Host: Constantine J Kitrinos, CPFA  

Co-Host: Jason T Georgiev 

Website: www.monarchwealthmanagement.com  

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Intro

Welcome to the Show by Kevin MacLeod

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Commercials

Grand Dark Waltz Allegretto by Kevin MacLeod

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Disclosure

On Hold For You by Kevin MacLeod

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