I agree with your strategy and highly recommend Creative Planning for setting up investments, estate plans, revocable trusts, wills, power of attorney, and insurance plans. All of these documents are housed in a centralized location for easy access by my beneficiaries. They provide outstanding support, expertise, and customer service.
I agree with your strategy and highly recommend Creative Planning for setting up investments, estate plans, revocable trusts, wills, power of attorney, and insurance plans. All of these documents are housed in a centralized location for easy access by my beneficiaries. They provide outstanding support, expertise, and customer service.