Jan 1, 2024
If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.
For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings