Per stirpes vs. per capita Call Legacy Plan today at 844-445-3422. https://lnkd.in/eZxcETbC
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Senior Mortgage Broker at Mortgage Architects A Better Way - Mann Mortgages. Advocate for kind folks realizing their homeownership dreams.
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On average, Funeral costs have risen above the rate of inflation for many years.* By starting a payment plan now you will secure today's price and help safeguard your family against unexpected bills in the future. Lock in tomorrow’s farewell at today’s prices: https://lnkd.in/ej2gUFhZ *Source. Sunlife Cost Of Dying report 2023. #GetOnWithLiving #GoldenLeaves #FuneralCosts #RowlandBrothers #FuneralDirectors
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“Mind-changing insight, Life-changing results!”
1moThis is a very important distinction. A lot of people think they have beneficiaries on there IRA's, 401K's, Investment Accounts, Life Insurance Policies, etc. But most don't know the language behind the simple sentence that asked them to name a beneficiary. Not knowing this could accidentally disinherit a grandchild. It's important to understand this and create a Comprehensive Estate Plan that accomplishes your goals. Joseph Facchiano Estate & Business Planning Consultant Legacy Assurance Plan (610) 442-9076 | JFacchiano@LegacyAssurancePlan.com