Estate Planning Questions
March 3, 2018
Jim and Chris are joined by estate planning attorneys Peter Scott and Darci Gerdes to discuss emails from listeners involving estate planning and trusts. Since Darcy’s area of expertise is community property, they also discuss what happens when you move from a community property state to a non community property state. Jim and Chris also answer a question from a caller regarding the two different five year holding periods for Roth IRAs.
Podcast: Play in new window | Download (Duration: 1:59:11 — 55.8MB)
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL
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