Is Your Estate In Order?
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 to. Along with implementing your plan, you must make sure others know about it and understand your wishes.
The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask any questions they may have about how it affects them. Contact us if you’d like to attend The Briefing live next time.
AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to attain their financial goals, build their wealth, and protect their legacy. Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.