Secure Your Future: The Truth About Retirement, Life Insurance, and Investments!

Lectures 1
Votes 0
Chapitres 1
Durée <5 mins

Lectures 1
Votes 0
Chapitres 1
Durée <5 mins

Understanding how to manage your retirement accounts, life insurance policies, and investments is key to honoring your financial wishes. In this video, we explain:
    
    **Why retirement accounts and life insurance policies often don't need to be included in your trust.
    **How to name your trust as a beneficiary, if desired, with the help of a financial adviser. The role of trustees in managing funds is when your trust is the beneficiary.
    **Why non-retirement investments typically avoid probate.
    **Having these discussions with your financial adviser ensures your assets are handled according to your preferences and needs. Take charge of your financial future today!Tous Droits Réservés

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Table des matières

Secure Your Future: The Truth About Retirement, Life Insurance, and Investments!
Tue, Dec 3, 2024

Understanding how to manage your retirement accounts, life insurance policies, and investments is key to honoring your financial wishes. In this video, we explain:
    
    **Why retirement accounts and life insurance policies often don't need to be included in your trust.
    **How to name your trust as a beneficiary, if desired, with the help of a financial adviser. The role of trustees in managing funds is when your trust is the beneficiary.
    **Why non-retirement investments typically avoid probate.
    **Having these discussions with your financial adviser ensures your assets are handled according to your preferences and needs. Take charge of your financial future today!

1 part