I’ve been a Certified Financial Planner‚Ñ¢ (CFP) professional for over fourteen years. As a financial advisor, I often watched families implode due to the death or incapacity of a loved one. Basic legal documents were never created – or were out-of-date, lost, or ineffective.
Families had no plan to follow and were left to their own devices – which rarely resulted in good choices or family harmony.
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