This week Jim and Cathlyn discuss the benefits of simplifying the setup of assets, as well as the estate plan itself, to help make things easier on your heirs. They also discuss the importance of having someone, besides the “money person” in the family, with a full picture of the financial situation; where all the pieces are, and how to access them. It could be a family member, a trusted friend, a CPA or attorney. The guest this week is Ruben Garcia, a local District Director of the US Small Business Administration. He will discuss the topic of starting a small business while in retirement.
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