Estate Planning Questions

March 3, 2018

Estate Planning Questions

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.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.