By Kevin Theissen October is Estate and Gift Planning Awareness Month, which is an annual effort by the Financial Awareness Foundation. Let’s assume that you just updated or created your estate & gift Plans, so now what do you do? […]
Tag: gift planning
Column, Money Matters
Do you need an estate plan?
By Kevin Theissen The only person who doesn’t need an estate and gift plan is the one who lives forever and never gets sick! Over 50% of our adult population (120 million adults) do not have nor realize the importance […]