Mark joins WDRC Talk of Connecticut radio host Gary Byron.
Whether you need a will or a trust, how grandchildren can be disinherited by accident, and why a durable power of attorney does not work with Social Security, which uses a representative payee instead. Mark also covers identity theft and introduces the quality of life directive.
The opinions expressed during this program are those of Mark Pappa personally and do not necessarily reflect the views or positions of Financial Resources Group, LLC. All investments involve risk, including the possible loss of principal. Nothing discussed on this program constitutes an offer to buy or sell any security or investment product. Past performance is not indicative of future results. Financial Resources Group, LLC is a registered investment advisor. Always consult with a qualified financial professional before making any investment decisions.