In this four part series, “Are Your Sure Your Estate Plan Is In Order?”, we’ll be unpacking some of the most commonly asked questions about this complex area of retirement planning. We’ll address issues such as:
The Five Musts For Every Estate Plan
Why Your IRA Should NOT Be In Your Trust
The Risks of Joint Ownership
The Keys To Keeping The Family Together, Even After You’re Gone
Get the first report in the series today by completing the form to the right!
Lee Hyder & Associates is registered as an investment adviser with the state of Ohio and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. This website is a publication of Lee Hyder & Associates. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.