"Boomers are the first generation in history that, de facto, won't be better off than their parents," explains Cory Grant, managing partner at Westhem
Grant Group LLC, Solaria Beach, Calif.
Written by an experienced manager for the Westhem
Grant Group, Estate Planning Is About More Than Death & Taxes is a straightforward and in-depth look at estate planning issues.
"The 10% penalty will be waived in the case of money withdrawn up to the amount of deductible medical expenses," says Cory Grant, an attorney and estate advisor with Westhem
Group Wealth Transfer Planning in San Diego, California.