539: Planning Documents with Diane Weinberg

On this show, we talked about the legal documents needed to protect seniors and those who have special needs, the risks we face if we don’t have them and how they all fit together with Diane Weinberg, attorney of counsel at Morgan Disalvo.  Listen to learn why it’s so important to have all the necessary legal documents in place!

For the Difference Making Tip, scan ahead to 19:55!

You can learn more about Diane at MorganDisalvo.com, DianeForJudge.com, Facebook and LinkedIn.

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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!

You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.