Topic: Insurance Planning

Choosing a Trustee, Executor or Agent for Your Estate Plan

Creating an estate plan can be rife with challenges.  It’s hard enough to catapult yourself into a mindset where your future self is incapacitated or deceased, let alone decide which assets you want to leave to whom, when they should get them, and importantly, which people or entities you want to...

Vanessa Burke Lee, CPA, CFP®

Apr 14, 2023


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