Millennials Need Estate Plans: The 3 Must‑Do’s

Jan 14, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
Print AAA
Add to My Archive
My Folder

My Notes
Save
Being under 40 is no reason to neglect setting up an estate plan. Establishing your wishes for an extreme situation—even if it does not involve death or lots of assets—will spare loved ones much confusion and angst at an already trying time. Help clients get themselves prepared.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.