Category: Funding

Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You

This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs - are they enough for your future? Finally, the pair[...]

New Video Post – Life Insurance & Estate Planning Primer

Are you confused about life insurance and how it plays into your estate plan? Many people have misconceptions about life insurance and whether it passes estate tax free or not. Watch this short video to learn the basics.         Posted by Victor Medina, Medina Law Group, LLC[...]