Wealth Management • Category.

I Don’t Own Many Assets, Do I Still Need an Estate Plan? Category: Wealth Management

Estate PlanListen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need to own a big house and have large retirement savings to build an estate plan couldn’t be further from the truth.

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