Intro to online legal documents Blog added by Steve Savant on July 15, 2013
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

One of the great financial planning plagues is the absence of legal documentation in implemented estate and business succession cases. Estate transfer documents are hard to find during a financial review. And if there are documents, they’re outdated and virtually worthless. Documents are the directives that explain the planning strategies beyond the financial spreadsheets. Steve, Frank and Dean escort you through the basics in documentation with cloud technology.

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