Estate Planning Topics

April 7, 2018

Estate Planning Topics

Estate Planning Attorney Darci Gerdes joins Jim and Chris to answer a multi-part estate planning question from a listener in AZ. The topics covered include wills, Powers of Attorney, revocable living trusts, probate and how to find a good estate planning attorney. Justin Fundalinski also joins Jim and Chris for the second half of the podacast to discuss tax planning strategies.

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.