Estate planning rule #1: spouses come first
When you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. I can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs.
Learn more in our special report The Modern Couple's Guide to Legacy Planning and contact me today to learn how we can help.