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.