Estate and financial planning takes time and care – especially when it comes to naming beneficiaries. For those who have a beneficiary with special needs, there may be additional factors to consider, particularly to ensure that your loved ones are provided for without interruption.
Planning for your wealth, taxes and estate is essential to growing and preserving your assets. At our upcoming seminar, financial advisor Eric Oh, tax professional David Hilliard, and the team at The Law Office of James F. Roberts & Associates will discuss strategies and best practices to consider so that you are better informed and can be more proactive in your planning.
Recorded on March 28, 2022 | With inflation and market volatility making for a bumpy road, it can be difficult to know the possible strategies to entertain in order to achieve your financial goals. In this webinar, we will discuss the steps to take so that you can be prepared and calm despite any turbulence that occurs in the markets.