Passing On “Tricky Assets” to Your Heirs

September 5, 2015

Jim recently read an interesteing article involving how to pass on “tricky assets” to your heirs.  What do you do with things like pets, airline miles or vacation homes? Jim, Chris and Peter discuss how best to deal with these assets.  Also during this show, Jim, Chris and Peter discuss HIPAA waivers and medical powers of attorney for college-age children and a Tax Court case involving an IRA used to fund a new business.

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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.