Wear Red and Eat Chocolate!

Financial Services Segment – November 24, 2018

11:00 AM – 12:00 PM

Hour 3 Seg 2 – Financial Services Segment

GOUGH FINANCIAL w/ Janice Gough re: 125 E. Tahquitz Cyn., Way #201, Palm Springs, CA. 92262.
– End of year: review your beneficiary designation; the titles on your accounts; and review your taxes.
– Have a medical surrogate in your trust.
– Definition of “power of attorney”. Mostly limited to financial issues.
– Biggest mistake people make is not to do financial planning, but more specifically, longevity plan.
– Should have a HIPPA release form. So someone can speak to your doctor on your behalf if you can’t. This form is available online.
– Rocket Lawyer is a web site that offer some of these things.
– Writes a weekly column in the Desert Star Weekly.
(760) 251-7724)


Rest in Peace

R.I.P. Bob Beckwith 09.21.1933 – 02.2024

R.I.P. Carl Weathers 1.14.48 – 2.1.24

R.I.P. Chita Rivera 1.23.33-1.30.24

R.I.P. Joyce Randolph 10.21.1924 – 1.13.2024

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