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10 Dangerous Misconceptions about Wills and Trusts

| August 01, 2017
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Forget what you’ve seen on TV dramas! Wills and trusts are very different and have varying timelines and consequences for you and your loved ones, both before and after your passing. Tune in as Estate Planning Professional Jim Silbernagel clears up some common yet potentially dangerous misconceptions about wills and trusts so you can get the conversation started with your own family and financial professional.

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Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc.  Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC.  Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. *Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

The material was produced by Real Wealth Marketing to provide information a topic that may be of interest.  Real Wealth Marketing is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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