You need a “safety net”, especially during these frightening times. Why? Susan Graham explains in this video.
Do you need to record your Power of Attorney for finances?
The goal of Estate Planning is to create a plan to assure your desired future life.
To make that happen, you must take steps that you cannot delegate to your attorney, financial planner or CPA. We call these steps “Homework”.
How Does an Inheritance Trust Protect Your Children? Susan Graham discusses in this video.