Summary: Grand Canyon Planning Associates is here to help with your estate planning – whether you’re creating a trust, wills, or powers of attorney, you need a plan in place. If probate is a concern, it’s important you understand the difference between a will and trust work. Christopher K. Lutzel joins the show to talk about the recession – and the concerns if it may happen. Do you stay in the market? How do you handle volatility? What is your risk level? Our philosophy is to find the right fit for our clients for their financial goals. Estate Planning Attorney Jonathan Muntz joins us to talk about checking periodically (and often) your beneficiary designation on everything you own; and CPA Daren Sigrist joins us to discuss tax efficiency in retirement. Your money, your estate plan, your retirement. Securing Arizona’s future one family at a time. This is The Word on Wealth financial network. For intelligent financial talk you can have faith in. With your host, president and co-founder of Grand Canyon Planning Associates, John Dombroski. Send in your questions at dearjohn@thewordonwealth.com. Listen to the show on Fridays at 2:00pm on 1130AM KQNA, Saturdays at 7:00am on 960AM The Patriot, and Saturdays at 9:00am on 550AM KFYI.
