Modern Revocable Living Trust

August 27, 2016

Modern Revocable Living Trust

Jim and Chris received all kinds of email questions recently and called in some help to answer them. Peter Scott joins the show to discuss the Modern Revocable Living Trust and answer questions regarding Social Security benefits, estate planning and also taxes on retirement accounts. Jim and Chris are also joined later in the show by Justin Fundalinski and Andrew Johnson (both with Jim Saulnier and Associates) to answer a question regarding Long Term Care Insurance and Medicare.

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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.