On behalf of WealthPLAN, PC | Jun 30, 2018 | Firm News
It comes as no surprise that many people do not understand the basic roles and duties involved in a standard estate plan, as many people have never served in roles such as a “settlor” or “trustee” before meeting with an estate planning attorney. Without an...
On behalf of WealthPLAN, PC | Jun 13, 2018 | Firm News
The entrepreneurial spirit of the Silicon Valley has brought exponential growth to this area in both business and real estate. But where opportunity comes risk, and vice versa. Thus there is a growing need to manage and protect your assets in a way that corresponds...
