A Letter to My Dad's Financial Planner
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
It may be more difficult and riskier than simply using a living trust.
Avoid these estate planning mistakes to protect your family and assets.
When your parent is no longer mentally competent, it's too late for their estate planning.
Using a Qualified Charitable Deduction will reduce your taxes and help your favorite charity.
To keep the good vibes with your family legacy, don't drop a bomb on your estate plan.
Discover why using an estate planning attorney is crucial for securing your financial and family legacy.
Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary
Estate planning does not have to be complicated. We make it simple.