Name: Estate Planning - You Need to Do This ASAP | Videos | Gan Jing World
Uploaded: 2022-09-08T00:18:05.904Z
Duration: 10 min 42 s
Description: #schoolofpersonalfinance #personalfinance #financialeducation #financialplanning #richmccormack https://www.schoolofpersonalfinance.com Most people think esta... | Videos | Gan Jing World

School of Personal Finance

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 #schoolofpersonalfinance #personalfinance #financialeducation #financialplanning #richmccormack
https://www.schoolofpersonalfinance.com

Most people think estate planning only applies to wealthy people but that is not true at all. Estate planning is for everyone. In this video, I explain exactly what you should do to make sure you are making things a little easier on your loved ones if the worst was to happen to you. 

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To Becoming Great with Money,
Rich McCormack, CFP®
www.schoolofpersonalfinance.com

School of Personal Finance is an Investment Advisor registered with the State(s) of New York. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 914-299-3843 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SPF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.schoolofpersonalfinance.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.