Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go? Schedule...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: We all want what is left after we are gone to get to our heirs in the best possible way - least taxes, time, challenges. There are many legal documents you can use, but they...