jlumsden@assante.com

The Estate Documents Conversation

When estate planning it is important to have a conversation

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 […]