Smart Question, Wiser Answers: Who Makes Decisions about your Family's Investments When You're Unable To?

Wednesday, September 23, 2020

When it comes to Legacy Planning, there is a lot of "What If's" to manage (aka the whole purpose of estate planning.) Recently, many of our friends and family have been asking the question: "Who Makes Decisions about your Family's Investments When You're Unable To?"

Our Wiser Answer comes from Wesley Lentz, Managing Partner, Financial Advisor, CFP®, J.D.

Author

Wesley Lentz

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