Jan 27, 2025
Will your wishes be followed – Inspired by the HBO/MAX series
The PITT, Chris Boyd, Jeff
Perry, and Russ Ball discuss the need for a comprehensive estate
plan and how families can sadly
be torn apart without appropriate planning. Jeff reviews the
foundational documents of an estate
plan. Chris and Russ outline the family conflict that is present in
The PITT. The dialogue
continues with suggestions how family strife can be avoided with
the correct documents in place
and how family communications and meetings are often advisable
during the financial and estate
planning process.
For more information or to reach Chris Boyd, Russ Ball or Jeff
Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr