Big Picture Retirement
Summary: If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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- Artist: Devin Carroll and John Ross
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The Secure Act: Part II
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9 Steps If You Expect Your Will To Be Contested
5 Things To Know About The Secure Act of 2019
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Spring Cleaning - the Financial Edition
Medicare Buy-In at 50
Social Security Reform with Congressman John Larson
A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and three categories of people: The people who create it: called grantors or settlers, or the trust-makers The people in charge of the trust:, usually called the trustees The beneficiaries: the people who get the benefit of the trust Devin and John go over the different types of trusts and when to use them. For more, go to https://www.bigpictureretirement.net/108
