Amy Sehayek headshot.jpg.crop_display.jpg

Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717

Library.png

 

Estate Planning

Estate Plans Aren't Just for the Wealthy

Scenario 1: A couple in their 40's have one child and modest savings. They're comfortable with having all their assets pass to the surviving spouse should one of them die. Mom gets a $400,000 inheritance at her parents' death. Mom dies and Dad inherits all his wife's assets, as planned. One year later Dad remarries.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved