The estate plan all too often offers little value to the family if the post-signing “funding phase” is not properly addressed.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
The estate plan all too often offers little value to the family if the post-signing “funding phase” of the estate plan is not given both careful consideration of strategy on an asset-by-asset basis coupled with making absolute certain that the client implements the strategy.
Richard W. Kuhn, Kuhn, Heap and Munson, Naperville
Expires: 9/1/2025