When Your Will Isn’t Enough

About this episode

The episode discusses the importance of proper paperwork and timing in property transfers as retirement approaches to avoid issues for heirs.

As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

Topics covered

• retirement planning
• estate planning
• financial management

Keywords

• will
• property transfers
• financial planning
• heirs

Mentioned in this episode

Products: Roadmap For A Stress-Free Retirement

Books & works: Roadmap For A Stress-Free Retirement

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