With 143 million consumers’ information stolen in the Equifax data breach, you should act to protect your financial security.
In my work as a professional fiduciary and financial planner, I have seen the chaos and heartbreak that families can suffer when a loved one dies without an estate plan. Tightly knit families get torn apart by fights over assets. Courts get involved in drawn-out processes that leave heirs exhausted. And estates get reduced by federal and state taxes that could have been minimized.