There are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren’t guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.
Ep 17: The Essential Planning Checklist
- Posted on: November 19, 2020
- Episode Duration: 27:33
- Financial Planning, Retirement, Tax Planning, Volatility
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