Is Your Estate In Order? | AP Wealth Management

Is Your Estate In Order?

Did you miss The Briefing last week?

Gene McManus, CPA, CFP® shared about Estate Planning – something all of us need to do, and many of us procrastinate. But, this important topic is one that we all should pay attention to because all of us have some sort of legacy we want to leave.

Estate planning goes beyond drafting a will – it means accounting for all of your assets and ensuring they transfer as easily as possible to the people or entities you wish them to go. Along with implementing your plan, you must make sure others know about it and understand your wishes.

If you’re interested in learning further, give us a call! We’d be happy to talk with you about how we could help throughout the process of putting your estate in order.

Contact Us!

1100 Frazier Drive | Augusta, GA 30909
706.364.4281 |