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Online estate planning tools have come a long way, but they may not be the right solution in every situation. In this video, Clark Capital Senior Wealth Planners Patrick Schultz, JD, CWS®, CEPA® and… | Clark Capital Management Group
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Hey there! Do you know that most families lose a significant portion of their wealth, 5-7%, due to various fees and legal costs when someone passes away? At Pevney Estate Planning, we understand the importance of having a solid plan in place to protect your legacy and loved ones. With just a few simple legal documents, you can avoid all of these unnecessary expenses and ensure that your assets go to the right people. Unfortunately, only 42% of American families have these critical documents in p
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