Pennsylvania Offices in:
Yardley, Philadelphia, and Washington Crossing
Thursday, September 29, 2011
Discussing the 7 Benefits of Estate Planning
I covered 2 primary topics during my presentation at the American Embassy in Jamaica. One was the 7 principles of wealth which I will post on tomorrow and the 7 benefits of estate planning.
The 7 benefits of estate planning are (1) protect assets; (2) save money; (3) establish a legacy; (4) address special circumstances; (5) discern elder needs; (6) distribute wealth; and (7) obtain peace of mind.