Estate Planning Questions

November 11, 2017

Peter Scott joins Jim and Chris to answer questions from listeners regarding estate planning matters. A listener from CT wants to know if real estate in a Revocable Living Trust will receive a step up in cost basis at the death of a grantor A listener in VA asks how to find a good estate planning attorney. Jim and Chris answer a question from a listener from NC regarding funding a Special Needs Trust with proceeds from an IRA. And Justin Fundalinski joins Jim and Chris to answer Medicare questions.

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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.