You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
November has reminded us in the Northeast that fall is truly here with a few blustery mornings to start off the month. As we are now buttoning up our jackets and digging out a scarf or two Thanksgiving is waiting for us just around the corner. Each of us may celebrate in our own ways but it is our hope that you all have something to be thankful for. At 21:5 we are truly thankful for all our clients and relationships; we wouldn’t be here if it wasn’t for you. Have a blessed month of November!