Will and Estate Planning is a critical part of the wealth management process. With that in mind, we thought it would be worth bringing you the essentials, a kind of Estate Planning 101.
Recently we had a chance to sit down (virtually) with Christy Sandles, our Estate Planning Specialist. We asked her to go over the highlights of a well thought out Estate Plan.
Listen to or watch our recent discussion at your leisure. Make sure your estate documents are properly reflecting your wishes.
Click on the link below to join the conversation.
Thanks for your continued business and trust,
We will continue to work hard to earn it.
The Morse Team