Do You Know Where Your Assets Are Going When You Die

IN THIS VIDEO:

Do you know where your assets are going when you die? Do you have a plan in place for making medical and financial decisions if you become incapacitated? If either answer is no, you need an estate plan! On this episode, I sit down with estate planning expert Natalie Perry to discuss the ins and outs of planning your estate and ensuring a smooth post-mortem transition for your family and loved ones.

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How to Turn Your Investment Losers into Winners with Tax Loss Harvesting

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Social Security and Medicare Changes for 2024