FVIM's Insights

News and information about preserving your life savings

8 Action Items for Your Estate Planning

Estate-Planning
​ In our last blog post, Rob shared some personal experiences regarding estate pre-planning. We thought it would be helpful to provide some practical next steps. While this list may not cover everything for your situation, it should help you move the process forward. ​ 1. Decide whom you want to communicate with about your future. Set a date and si...
Continue reading
  224 Hits
224 Hits