Don’t let this happen to you! This is a very common mistake most surviving spouses never even realize they’re making.
I’ll also be going over the basic estate documents everyone needs and how to tell whether or not you need a trust.
I’ll also share a few Estate Planning ‘nightmares’ that you’ll want to avoid.
This is the topic of Tuesday’s (Tues Aug 24th, 2010) ‘Coffee Talk’ call.
The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
(It’s OK if you Forward this to a few of your friends and business associates. They might find the call interesting and helpful too)!
Hope to ‘See’ you next Tuesday!
Brian Fricke, CFP
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2009 -Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal
Email: bfricke@fmcretire.com
Web: www.brianfricke.com
Facebook: Facebook.com/Brian.L.Fricke
Twitter: Twitter.com/BrianFrickeCFP
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Bonus: when you do, I’ll send you a signed copy of my book Worry Free Retirement, also at NO CHARGE!
***Listen To Last Week’s Call***
If you missed Last Week’s Call Do You Really Think Your Broker Works For Free???
The digital Audio can be found here or you can Click on the link below to listen to the audio.
http://www.brianfricke.com/conference-calls
Tags: brian Fricke, certified financial planner, finance, financial advisor, Financial Management Concepts, financial planner, Financial planning, retirement, retirement planning, wealth management
