Ep. 16: "Creating a Financial Plan for Your Family" with Courtney Richardson
Update: 2019-01-30
Description
Major life events can often leave a family's financial situation in jeopardy. This episode we discuss the steps a family can take to prepare for these major life events, such as revisiting estate plans or setting up trusts for children. Courtney and Alycia also discuss how financial plans can vary from family to family, as each are different, and the technicalities of how finances are managed for those who die intestate.
Website: https://theivyinvestor.com/
Instagram/Facebook/Twitter: theivyinvestor
Alycia Kinchloe's Email: akinchloe@kinchloelaw.com
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