Congratulations, It's an Unfunded Liability: Financial Planning Insights for New Parents

Blue Chip FM

You have a young child, a new baby, so what’s the next step? Many people see a little baby in the hospital and, as advisors, we see unfunded liabilities. Do you have life insurance in place? Do you know what kind to get or how much of a policy to take out? What about a living trust? On this clip from the Blue Chip NOW! podcast we do our best to help you avoid your wallet blowing up as new parents. We dive into the different types of life insurance, estate planning tips and how to avoid the cost and drama of probate when transferring your wealth onto your children or whomever you’d like without the state stepping in.

Watch the full episode here!

Listen to the full episode here!

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