The “Blocking and Tackling” of Estate Planning
Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a…
Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a…