Estate Planning

Only a small percent have learned that they can take their retirement dollars out of Wall Street and invest them elsewhere. For instance, they can invest in real estate; in bitcoin and other cryptocurrencies (very hot now); in gold and precious metals; in tax liens; in loans and mortgage notes. Some are even investing in things like Arabian race horses, treasure hunt amusement parks, Hollywood films, etc. An SD IRA opens up an entirely new field of opportunity that most people in the $20 trillion group have no idea exists.

Jean Chatzky, author of numerous best-selling books and financial editor for NBC's TODAY, answers frequently asked questions about real estate and mortgages.

Attorney Patrick Kelleher takes the listener through a step-by-step process in order to better understand the planning process. Estate planning is critically important for seniors and for their family members, who need to be prepared in the event of a loved one’s illness or passing. Without a written plan, the consequences can be extremely costly for your family members. If you or an aging loved one have been putting off estate planning, this book will help you start with the basics.