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Estate planning should include a will, a trust, or both. Dave explains both in the second part of this three-part series.
Kelli Stiles from LPL joins Dave to discuss why you need estate planning and how to prepare for the inevitable. Not a
Everyone should have basic estate planning regardless of your age, health, or wealth. Watch to find out which 5 documents are important
For more information about our services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222 You can also email us at sharon.musselman@lpl.com.
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