Where There Is A Will There’s A Way

Posted by on May 9, 2016 - 9:08 am

While many seemed shock that Prince died without a will, the fact is, 1 out of 2 Americans don’t have a will. Reasons vary from one of the few legit ones (no real assets) to one of many the heirs wish the person who died overcame.

I currently have two clients who are up to their neck with legal woes due to lack of will and/or proper trusts.If the deceased had one or both, their legal woes and tax troubles would be gone or greatly reduced.

In our alternative to traditional financial planning process, no part of the process is more important than estate planning.

Posted in: Matters of Finance
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