In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
You know what they typically say about making assumptions. Ryan shares many of the common assumptions people have about their financial future and how you should prepare for them before it's too late.
What can we learn about money by exploring some quotes from the great Mark Twain?
Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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