#DPOA

What are the key estate planning documents? Who should have an estate plan? What are the differences between a will and a trust? Why do you want to avoid probate? This quick 3-minute video with BFSG’s Senior Financial Planner, Paul Horn, CFP®, CPWA®, breaks down the basics of estate planning. Watch here for more.

Disclosure: BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s website or blog or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s). Please see important disclosure information here.