Financial Desset with Mo Vidwans October 16, 2012

Ever wondered if you could transfer your assets to the next generation in your life time without inviting IRS’s ire? Have you done everything so that people you leave behind will not have difficulty handling your affairs? Everyone should worry about taking care of the survivor spouse. Each 3rd Tuesday of the month we talk about a new topic. Join us for a snack and finance talk. Today’s session: to ‘trust’ or not to ‘trust.'