Financial Point Man's Success Strategies - Volume 4 Estate Planning
Bill Cantrell is a multi-credentialed financial professional whose combination of extensive tax expertise and comprehensive financial planning set him apart from most other financial planners. Bill's passion is helping people to discover their unique path to financial success. Through active listening, analyzing and advising, Bill plays the role of "Financial Point Man" to his clients.
In this volume, Bill removes the mystery and complexity surrounding estate planning with a clear, step-by-step process to ensure your legacy is protected.
Whether you consider yourself "wealthy" or not, everyone will benefit from having an estate plan. Volume 4 - Estate planning will help you to hire the right advisor(s), get all your facts together using forms and worksheets included, define your goals, and finalize your plan. As an added bonus there is information specific to a surviving spouse regarding how to make the money work so it lasts.
