Intro to online legal documents

By Steve Savant

Ash Brokerage Corporation


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 And if there are documents, they’re outdated and virtually worthless.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.