Don't Leave a Mess: Why You Need an Estate Plan
With careful planning, you may be able to avoid common mistakes and help ensure that your loved ones are not burdened by unnecessary emotional and financial stress. This video reviews: 1) What to consider when creating your estate plan; 2) The benefits of trusts in estate planning; 3) What you need your survivors to know; and 4) Common estate planning mistakes.
If you purchased your house when interest rates were higher than current record lows, you might be wondering: should I refinance? You'd think the answer would be simple: a lower interest rate is better, right? However. the right choice really depends on your situation. This video reviews some key questions to consider.
The information contained in our videos (1) is provided for educational purposes; (2) is not intended to provide any legal or financial advice or to set forth solutions to individual situations; (3) is not warranted to be correct, complete or accurate. Except as otherwise required by law, Etzler Financial Advisors, LLC shall not be responsible for any decisions, damages or other losses resulting from, or related to, any video or its use.
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Matthew R. Etzler
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Red Bluff, CA 96080
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