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Next Steps Meeting

Are You Hurting Your Beneficiaries By Leaving Them Gifts?

6a Beneficiaries

Consider This Program with Joe Clark, CFP, and Jamie Burton.
In this segment we will cover:

6a Beneficiaries

Description: You probably love your kids all the same, but even my brother and I, who appear very much alike, are very different individuals.

Not all beneficiaries are the same, and not all your assets are equal. Find out who to give what and when on Consider This Program today. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Taxes play a bigger part for your beneficiaries than you think. Taxes play a bigger part for your beneficiaries than you think. – https://ylawold.wpenginepowered.com/designing-your-distribution-plan

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Joseph Clark, CFP®

Managing Partner

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