Inheritance
Did You Get Bad News About Your US Brokerage Account
Important: Keep in Mind this Advice when Writing a Will
When clients prepare their estates, they often ask me advice when writing a will. I’m a good person to consult with, since my office frequently deals with the practical side of a will. In other words, when clients pass away, their heirs approach us since we’re the ones who actually help them get hold of their inheritances. … Read more