It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to learn more about a heart-breaking story of someone who didn’t plan and the consequences.
Latest posts by Charlie Amen (see all)
- Using Disclaimers to Achieve Client Goals - June 4, 2021
- Beneficiary Designations and the SECURE Act Basics - May 28, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - May 5, 2021
