Jul 29 Love0 ESTATE PLANNING BASICS: ASSET TRANSFERS AND THE FINANCIAL IMPLICATIONS (Part 2/3) By Crystal Cooper Asset Protection, Planning, Wealth Transfer Planning No Comments In part 2 of this three part blog series, we will cover how these documents work to help transfer assets. Read More
Aug 05 Love0 ESTATE PLANNING BASICS: HOW TO GET STARTED AND WHEN TO REVIEW (Part 3/3) By Crystal Cooper Asset Protection, Planning, Wealth Transfer Planning No Comments In this three-part blog series, we answered the questions of why an estate plan is important and what key pieces are necessary to create an effective plan. We learned how… Read More