End-Of-Life Financial Planning

Nov 15, 2017

Getting your affairs in order in case of death or disability is a project most of us would rather avoid. And there are lots of excuses for not doing it, from fear to lack of time and money. But the payoffs of letting your wishes be known can be huge, especially for family and friends.

Joining us to talk about end-of-life financial planning are Certified Public Accountant Rebecca Pace, Managing Member of R Pace Tax Service; and Chris Desimio, a Financial Advisor with Wells Fargo Advisors in Cincinnati.

Listeners are reminded that the information provided on the show is general in nature and may not apply to your personal investment situation.

To help you start your emergency and senior planning, you can download checklists to document essential information for the family from Rebecca Pace’s “A Caring Gift” workbook.

For more information on Rebecca Pace’s “A Parting Gift” workbook, click here.