CART = DOCUMENTS (Like a Will) HORSE = ESTATE PLANNING FOR YOUR SITUATION AND NEEDS MOST PEOPLE ARE DOCUMENT-FOCUSED FIRST AND JUST SAY, “I NEED A SIMPLE WILL.” Putting the cart before the [...]
Marc Carlson | April 4, 2016 QUESTION: Did you work 30 to 40 years so that all you have been blessed with ends up with your daughter’s x-husband, your son’s creditors, Uncle Sam, or your child’s [...]