It’s a stressful time when parents pass on, but it need not be. The key is to encourage your parents to write a will using Plan Right Law and list out all the tangible property or their valuable and sentimental things and who they are to go to. It’s not enough to say to your children, “You…
I have had the pleasure to work closely with and get to know some very capable and talented financial consultants. Most have developed specialized practices in things like social security, buy-sell agreements, medicare, portfolio management, real estate, disability insurance, life insurance, IRA alternatives, trust funding, etc. I am always happy to give a referral if you are looking…
