Providing counsel
for midlife and beyond

I Just Want a Simple Will…

I hear this one all the time from new clients. They don’t see their lives as complicated, or maybe they’re trying to signal to me that they don’t want to spend a lot of money on estate planning.

Read more at SilverPlanet.com

This entry was posted in Your Financial Advocate. Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

Blog
03.29.11

I hear this one all the time from new clients. They don’t … More

03.22.11

Most people know what they own, but few people know how they … More

News
Newsletter
Interested in news updates and tips?
Join our monthly email newsletter!