Estate Planning Tag

11 Apr

Q & A Series: Why estate planning is important

Why do I need an estate plan? Just about everyone needs a basic estate plan. The benefits of drafting a basic estate plan include naming people you trust to carry out important roles (Executor, Guardian, Trustee), deciding who you would like to receive your assets, avoiding/limiting...

09:30 / Trust and Estates / Kiran Mahal

18 Mar

Your Essential Estate Documents (Updated 2022)

Everyone should have minimum basic estate docs in a secure and accessible location in event of their disability or death. These legal documents will help your estate administrator/friends/family have the necessary docs and information to carry out your wishes upon disability or death. If you...

10:45 / Trust and Estates / Jody Wyatt

Estate Planning Tag

Q & A Series: Why estate planning is important

Your Essential Estate Documents (Updated 2022)

Contact Us

(207) 956-7472
inquiry@opticliff.com

Physical and Mailing Address:

Estate Planning Tag

Q & A Series: Why estate planning is important

Your Essential Estate Documents (Updated 2022)

Contact Us

(207) 956-7472 inquiry@opticliff.com

Physical and Mailing Address:

(207) 956-7472
inquiry@opticliff.com