Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Charlie Amen (see all)
- Updating Your Plan: Powers of Attorney - January 17, 2021
- Updating Your Plan: Your Trust or Will - January 14, 2021
- Tax Planning for 2021 - January 11, 2021
