Brad is a great added value to my clients for estate planning. He communicates well and performs estate planning better than any attorney that I’ve worked with. For example, I appreciate his follow through on linking assets to a trust he creates.
Raymond James Advisor
Estate Planning Tip #22: Make sure you have all documents needed for disability planning. Learn More: http://t.co/9CIV9tdiQQ
Estate Planning Tip #21: Review all debts when Estate Planning – no one wants to be blindsided by debt inheritance. http://t.co/dC1s0F6p9u