Setting the Record Straight on Estate Planning Myths

Friend of Client First and exceptional Estate Planning Attorney Rob Melick:

Throughout my 16 years of practice, I have seen many clients believe incomplete and incorrect statements about estate planning. This information is usually acquired through well-intentioned friends, family, and acquaintances. Despite the positive place they come from, relying on this incorrect information can have dire consequences. In this video presentation, I will identify several myths regarding estate planning and set the record straight.

This Presentation is part of our FREE Education Series. View more >

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.