Do You Have An Up-To-Date Estate Plan?
Friday - July 22, 2011 at 07:52 am
One often overlooked aspect of an individual’s financial plan is a review of his estate plan to make sure that the plan still meets the individual’s needs. Why should someone review their estate plan?
Mike Switzer interviews Jon Robertson, a certified financial planner with Abacus Planning Group in Columbia, SC www.abacusplanninggroup.com