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You’ve spent your entire life saving for the future. Don’t pay to let the courts decide what happens to your money when you’re gone! Learn from Joe Anderson, CFP® and special guest Allison Alley, CFP® how to avoid common will and trust mistakes that can lead to an expensive and overly complicated estate plan. Estate […]
It’s important to take action and get your estate plan in order. Pure’s Financial Planner, Peter Stokes, CFP®, AIF®, covers the key considerations you or your parents should discuss before deciding what legal documents to obtain: Document assets and approximate value Determine who gets assets Determine who will manage assets Determine who will be responsible […]