Hosted by Aaron Nelson and Kelly Clary, advisors with Waverly Advisors.
Session #4: Estate Documents
When you hear the words “estate planning” do you experience confusion, hesitation, or maybe even a little heartburn? Or, do these words bring peace of mind? It all depends on where you are in your journey to meet your financial goals. If you have the right estate documents in place, then you know that the sense of peace you have now was well worth the effort to get your documents in order. If you don’t have the right documents in place, or perhaps you don’t know where to begin, we can help you get there. Watch our recorded webcast to learn more.
You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors. This video reflects information available at the time it was recorded and should be used as a reference only. Talk to your Waverly Advisors, or a professional advisor of your choosing, for the most current information or for guidance specific to your situation.