Estate Planning Isn’t the Time to Hold Anything Back
You wouldn’t want a surgeon to operate on you without first looking at the X-rays. You wouldn’t want a contractor to build your home without having blueprints.
And you most definitely don’t want someone handling your investment or estate planning without having all the information they need. This is ALL the information that you have, as well as goals, dreams and aspirations. A race without a defined finish line never ends, at least not well.
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