Topic: Estate Planning

Transferring Your Assets Exactly How You Desire

Creating an estate plan can be an emotional process. We don’t like to think of a time when we won’t be here for our loved ones. Like many of us, my husband and I were procrastinators on getting our estate plan in place. When our kids were little, we only had a handwritten note naming […]...

Vanessa Burke Lee, CPA, CFP®

Apr 5, 2022


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