Key Money Moments: 4 Times You Should Talk to a Pro










In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.