Christian Financial Perspectives

Christian Financial Perspectives


4 – Estate Planning The Wrong Way The Right Way

October 08, 2018

Estate planning is a very important part of wealth management. In this episode, we are covering different techniques and tips that we recommend when it comes to creating an estate plan involving your family.


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* Investment advisory services offered through Christian Investment Advisors Inc. DBA CIS Wealth Management Group, a registered investment advisor. Comments from today’s show are for informational purposes only and not to be considered investment advice or recommendations to buy or sell any company that may have been mentioned or discussed. The opinions expressed are solely those of the hosts, Bob Barber and Mary Jo Lyons. Bob and Mary Jo do not provide tax advice and encourage you to seek guidance from a tax professional.


** Estate planning can involve a complex web of tax rules and regulations. Tax laws surrounding estate planning concepts are subject to change. Please consult an estate planning attorney prior to making any financial decisions. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.


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