Wills, Trusts, Powers of Attorney, Provisioning for Digital Assets, Beneficiary IRA Stretch Options… And the fun goes on. But in all seriousness, being prepared for the worst allows us to organize our lives and bring perspective to what’s most important.
Estate planning services include:
- Asset Inventory
- Beneficiary Review
- Plan for Digital Assets
- Purpose of Wills & Trusts
- Power of Attorney
- Trusted Contacts
McCurdy Financial Solutions and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.