Among the tools you can utilize are:
|
In all cases, it is important to set goals to make sure that these instruments are properly funded so that your wishes can be fulfilled. We may need to examine transferring deeds or retitling assets in order to accomplish this. I recommend that my clients visit with me on an annual basis to make sure their plans are up-to-date and funded at an appropriate level.
|
The Conversation Project Starter Kit | |
File Size: | 2471 kb |
File Type: |