Learn | The Family Estate & Legacy Program
Module 3: Design
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:05:08
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Sinopsis
We will work together to design a will or trust package that meets your needs, given your family and financial situation, and your goals and concerns. There is no such thing as a “one-size-fits-all” estate plan. The Design element will consider the types of assets that you own, how you own them, and the