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Konten disediakan oleh George Jameson, CFP®, MBA, George Jameson, and MBA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh George Jameson, CFP®, MBA, George Jameson, and MBA atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Part 2: How to Create a Low-Cost Living Trust Online (And Why Homeowners Need One)

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Konten disediakan oleh George Jameson, CFP®, MBA, George Jameson, and MBA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh George Jameson, CFP®, MBA, George Jameson, and MBA atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He dives into common mistakes to avoid, how to transfer assets like your home and personal belongings, and tips on choosing trustees and successor trustees. He’ll also talk about what shouldn’t go into a simple Living Trust and different ways to set up your asset distributions. Whether you're considering a DIY approach or hiring an attorney, this episode breaks it all down.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

Let's Connect!
Visit our Website: Capital Wealth Group

Please Subscribe: To our Newsletter/Podcast

Schedule a Free Introductory Call Today!
(30min)
Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
Any Questions or Topic Ideas? Send me an email at George@capitalwealthplan.com

  continue reading

44 episode

Artwork
iconBagikan
 
Manage episode 447619466 series 3492915
Konten disediakan oleh George Jameson, CFP®, MBA, George Jameson, and MBA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh George Jameson, CFP®, MBA, George Jameson, and MBA atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Send us a text

In this episode of The Retirement Guide, George Jameson, CFP® and founder of Capital Wealth Group, explains how to create a low-cost Living Trust online, and why it's especially important for homeowners. He dives into common mistakes to avoid, how to transfer assets like your home and personal belongings, and tips on choosing trustees and successor trustees. He’ll also talk about what shouldn’t go into a simple Living Trust and different ways to set up your asset distributions. Whether you're considering a DIY approach or hiring an attorney, this episode breaks it all down.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

Let's Connect!
Visit our Website: Capital Wealth Group

Please Subscribe: To our Newsletter/Podcast

Schedule a Free Introductory Call Today!
(30min)
Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
Any Questions or Topic Ideas? Send me an email at George@capitalwealthplan.com

  continue reading

44 episode

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