Episode 6: Titling, Beneficiaries, and Estate Planning.

Episode 6: Mark talks with Gary Byron to discuss the unintentional disinheritance of grandchildren and how to prevent it. Additionally, I cover the proper titling of bank and brokerage accounts to avoid probate.

 

*As a special offer, I'm providing a $100 gift card to audience members who participate in a full checklist review.

 

* Mark offers all his clients and their heirs an estate planning quiz.