From 3001aa2a8db5e5ceb752220954fa80acc81ed22a Mon Sep 17 00:00:00 2001 From: Karry Ludwick Date: Sun, 5 Jan 2025 19:50:37 +0000 Subject: [PATCH] Add Interviewing A Fiscal Planner --- Interviewing-A-Fiscal-Planner.md | 27 +++++++++++++++++++++++++++ 1 file changed, 27 insertions(+) create mode 100644 Interviewing-A-Fiscal-Planner.md diff --git a/Interviewing-A-Fiscal-Planner.md b/Interviewing-A-Fiscal-Planner.md new file mode 100644 index 0000000..9da8f47 --- /dev/null +++ b/Interviewing-A-Fiscal-Planner.md @@ -0,0 +1,27 @@ +Do you can you remember the uncomfortable feeling this is when your mom or dad sat you down to enjoy "the talk"? Well, I want you to have a talk of a different kind with your parents. This next talk may make you in addition to your parents just as uncomfortable as the main one, but it's equally as important. I want you to talk to your folks about their estate plan. + +Real Property Outside of California: Laws vary between states regarding transfer s of real assets. 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But, as business people, similar to be too focused in regards to the deal itself and not what indicates personally, financially, to ourselves and our families. + +The simplest approach is to take paper and a pen simply get started out out. Once you have mapped out some ideas, could possibly write a longer letter. Some people choose directed an ethical will on video. That approach allows a personal, emotional delivery of what it's all about. With professional help, the end product can cover personal and family as well as give the ethical will priceless circumstance. + +If your assets are put into the trust a person are alive, they can still be inclined to your heirs outside of probate upon your death, which can save a large amount of as well as money to your estate. It doesn't mean a living trust could be the right answer for everybody. 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