MEMBER FORUM HIGHLIGHT -- Estate Size Matters?

Q: Given the fact that my estate is small right now, what should I be doing for it estate planning-wise? 

A: At the very least, make sure you have a will, living trust and any necessary medical documents in place.  This will establish a foundation you can grow with.  And as always, make sure your estate and tax advisor are involved in the process.

Continue Reading...
Close

50% Complete

Schedule a free, no obligation time to talk