The Estate Documents Conversation
![When estate planning it is important to have a conversation](https://jacklumsden.com/wp-content/uploads/2020/11/The-Estate-Conversation-1024x384.png)
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Living through the COVID-19 Pandemic has made more people review their estate plans and ensure they have what is required. A critical part of this review is to include an Estate Documents Conversation with their family. The point is, why create […]