Most people understand that they need to have a Will and a Trust to keep your estate from going through the probate process.  So they look for solutions online or ask a friend and duplicate what they did and get a trust and then they don't take the next steps to make sure that their trust is functioning properly.  Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying the proper people that will be decision makers in their estate.

Come listen in on this episode to make sure that you have these steps covered.  We are also happy to meet with you virtually or in person, to ensure that your trust is updated.  If you don't have one, we are also happy to help you get that setup as well.  

2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209

(480) 793-5924  Office
jerry@jwfinancialconsulting.com
http://www.JWFinancialconsulting.com/

Most people understand that they need to have a Will and a Trust to keep your estate from going through the probate process.&nbsp; So they look for solutions online or ask a friend and duplicate what they did and get a trust and then they don't take the next steps to make sure that their trust is functioning properly.&nbsp; Like funding the trust, changing beneficiary designations on the correct retirement accounts, and notifying the proper people that will be decision makers in their estate.
Come listen in on this episode to make sure that you have these steps covered.&nbsp; We are also happy to meet with you virtually or in person, to ensure that your trust is updated.&nbsp; If you don't have one, we are also happy to help you get that setup as well.&nbsp;&nbsp;
2500 S Power Rd #217 (Bldg. 7), Mesa, AZ, United States, 85209
(480) 793-5924 &nbsp;Office jerry@jwfinancialconsulting.com http://www.JWFinancialconsulting.com/

Join us to learn some outside the box thinking and strategies on all things financial.  Strategic tax planning, 401k's, IRA's, Life Insurance, Annuities, Social Security, Pension Maximization, Wills and Trusts, etc.  

Every person has a unique retirement footprint that's why not everyone is successful in retirement because they don't know what information to apply to their lifestyle and cashflow.  Any many still don't know where to find that information.  We will walk through those pieces of the financial puzzle, and many more on each episode.  Come learn how to apply the financial principles and instruments to turn your retirement into a coordinated plan that fits you.

Join us to learn some outside the box thinking and strategies on all things financial.&nbsp; Strategic tax planning, 401k's, IRA's, Life Insurance, Annuities, Social Security, Pension Maximization, Wills and Trusts, etc.&nbsp;&nbsp;
Every person has a unique retirement footprint that's why not everyone is successful in retirement because they don't know what information to apply to their lifestyle and cashflow.&nbsp; Any many still don't know where to find that information.&nbsp; We will walk through those pieces of the financial puzzle, and many more on each episode.&nbsp; Come learn how to apply the financial principles and instruments to turn your retirement into a coordinated plan that fits you.

What's in Jerry's Head? - JW Financial Consulting

Jerry Whitmire -  JW Financial will provide listeners with practical financial advice, industry insights, and smart strategies to enhance their financial well-being.

Jerry Whitmire - &nbsp;JW Financial will provide listeners with practical financial advice, industry insights, and smart strategies to enhance their financial well-being.