• Beth's Estate Auction NIGHTMARE

  • Jul 29 2024
  • Duración: 29 m
  • Podcast

Beth's Estate Auction NIGHTMARE

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  • Resumen

  • In this episode of Eye On Retirement, the Market Advisory Group panel tells the story of a client named "Beth," whose estate auction was full of problems. Her late husband had a high amount of valuable art. Taxes, trusts, and Medicare were all effected by this. Beth also asked our panel about our Average Rate of Return. In the Listener Question segment, we answer the question: "Can you change an irrevocable trust?" from Patty M.


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