In the second quarter 2022 Wealth Management Insights video, Mary Lago, CFP®, CTFA, discusses the importance of account ownership and beneficiary designations when planning wealth transitions.
Simple, Powerful Steps to Take Before Your Estate Planning Meeting
With the onset of the COVID-19 pandemic, there seems to be a rush on clients seeking estate planning advice. There is certainly no replacement for personal advice from qualified counsel, but there are a few things you can do in the interim.