Wealth Management Newsletter 2Q 2019
While preparing a financial plan for clients we often go beyond investment direction and discuss other personal matters. We always inquire to ask the elderly or single individual if they have someone who can handle daily financial matters if they can’t. We also stress the value of developing a plan to transfer an estate to the next generation including wills.
This quarter’s Wealth Management Newsletter touches on just those topics.
We hope you find it helpful!