In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the tax considerations in estate planning and the need for professional assistance. Fred provides valuable insights into funding trusts, addressing digital assets, and having open conversations about your estate plan with relevant parties.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the tax considerations in estate planning and the need for professional assistance. Fred provides valuable insights into funding trusts, addressing digital assets, and having open conversations about your estate plan with relevant parties.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

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