The Wise Investor Show

On this week’s show, The Wise Investor Group shares insights into the differences between having an estate plan and engaging in estate planning. Estate planning requires ongoing monitoring and amending, as your family composition, liquidity, assets, and relationships change over time. The following are several ways to make sure your estate plan is current and up to date: 1) Generate Legal Documents using online tools -- if you like giving yourself root canals and risking family relationships 2) JAG office legal assistance if you are Military or Military Dependent 3) LinkedIn contacts - see who you know in common and learn a lot about them before actually meeting them 4) Ask a friend or neighbor who they use 5) Ask a Professional you work with (CPA, Financial Advisor, other attorney) for recommendation Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd