Before sitting down to work on your plan, you should give some thought to what your priorities are and what goals and objectives you want to focus on in your plan.
Topics covered in this report include:
- Deciding on Goals, Priorities and Objectives
- Protecting and Providing
- Review Your Assets
- Selecting Your Executor, Trustee and Other Important Roles
Click here to read the whole article or download the PDF.
I am an owner of Amen, Gantner & Capriano, Your Estate Matters, L.L.C. I have been able to bring my business and legal education and experience into a firm that has for many years provided comprehensive estate plans that meet clients’ needs and expectations.My passion has been creating and constantly pushing AGC’s mission of “Helping Families Secure their Legacies by Embracing them into the Law Firm Family through Long-term, Personal Advisory Relationships.”
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