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Estate planning mistakes, Trusts, Plus Year-end IRA Contributions featuring Bob Carlson

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Unlock Your Wealth

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Confused by your estate plan?

On today's episode I'm making success simple by conversing with America's #1 Retirement Expert about our Fifth Area of Concern© in the Keys to Riches© Financial Philosophy. Retirement Watch editor Bob Carlson shares his insight into estate planning with some great tips from his retirement newsletter. He is part of our team of featured experts from Eagle Financial Publications and we are going to take a peek into the world of estate planning and how you can get started protecting yourself today.
 
Unlock Your Wealth Today and Heather Wagenhals' gives you MUST-HAVE tools to increase your wealth, reduce stress, get back your time and live better now.
 

Who's On:

 
BOB CARLSON has earned the reputation as “America’s #1 Retirement Expert” over his 25+ year career offering retirement, estate and financial planning advice. He holds both a J.D. and M.S. from the University of Virginia, as well as a B.S. from Clemson. In addition, Bob currently serves as Chairman of the Board of Trustees for one of the nation’s largest retirement plans ($2.8 billion in assets). Bob edits Retirement Watch – his monthly advisory – and its companion video service, Retirement Watch Spotlight Series.
 

What's Shared:

 
What are some of the more obscure but important estate planning mistakes?
 
How can we avoid them?
 
Are trusts the way to go for estate planning?
 
What are some trust mistakes?
 
What are some must have year-end IRA tips we can use today??
 

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