Friday Jan 20, 2023
#21 - Planning for the Future Generation: Special Guest Attorney John Engler
John Engler is a partner at Johnson Law Firm specializing in Estate Planning & Probate, Business Law, and Real Estate.
In this episode, we discuss:
• To have a will, trust, or both?
• What happens to my assets without a will or trust in place
• Changes to gifting amounts
• The 5 Year Look Back Rule
• Their 2023 Super Bowl predictions ahead of the Divisional round of the NFL Playoffs
🔗 Follow The Johnson Law Firm:
Website: https://www.johnsonlawia.com
Facebook: https://www.facebook.com/profile.php?id=100067312338985
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: Kole@fullswingfp.com
Email Cole Jaeschke: Cole@fullswingfp.com
Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning:
Website: https://www.fullswingfinancial.com
Facebook: https://www.facebook.com/fullswingfinancialplanning
Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/
YouTube: https://www.youtube.com/@HowToMoneyPodcast
Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning
Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning
Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.