Thread: Estate Planning
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Old 06-08-2018, 08:22 AM   #3
joey2665
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Quote:
Originally Posted by rsmlp View Post
Quote:
Originally Posted by joey2665 View Post
I’m sorry I disagree with legalzoom. Your will is complicated and too important to just answer a few questions and have it completed online. As a CPA I use legalzoom for many things but never for a will as their are too many pitfalls, law changes and options to consider. You need the advice of a true professional. Real estate, money, children, health care proxy that should accompany your will, tax strategies ect.




I will preface my response by saying that I am a retired money mgr and CFP. That said, a basic will is pretty damn simple.


I will agree to disagree from my professional point of view. [emoji4]


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