Inheritance/Estate Planning
Are your legal documents up to date? What have you done to make sure that your property will go the way you want? When was the last time you reviewed your legal documents? Did you look it over with an Attorney? Do you have any Trusts? When did you last reveiw the beenficiary arrangements on life insurance? Have you reviewed your IRA and 40K beneficiary arrangments? Are you still married to the same person as when you did your legal paperwork? Have you moved from one state to another?
This is not intended to give legal advice, but are certainly issues that need to be reviewed.

These questions and more are not only for the very rich, but for anyone who loves others who will be left behind someday. The financial planning opportunities are tremendous when done in advance rather than at the last minute. This is one of the value added services we provide to our clients.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situation...
Connect with us on: Go to LinkedIn  Go to Facebook  


 
 
 IMPORTANT DISCLOSURES

Registered Investment Advisory products and services are offered by RChristian Financial Consultants, LLC, an Investment Advisory firm in Athens, Georgia.  RChristian Financial Consultants is registered with the Georgia Securities Division.  For additional information regarding products or services, you may contact a firm representative at 706-546-5888.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of GA. No offers may be made or accepted from any resident outside the specific states referenced.