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 And if there are documents, they’re outdated and virtually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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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the number one online author and videographer of insurance content. During his 30-year... More