Most Helpful Opinions
Sounds like a big title for something you probably don't need, at your age, and they will probably charge you A LOT of money for, and you walk away wondering what happened, and why you are going to be eating Ramen soup, and Government cheese for the next month. . .0
It’s when your estate needs a management update check.0
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Most Helpful Opinion(mho) Rate.
Usually a review of your end-of-life plans: it addresses adequacy of life insurance, funeral wishes, designated executor or successor trustee (s) on death (making sure they’re current and living) disposition of assets, etc. For those still working, it usually includes a review of anticipated retirement income sources to make sure you don’t run out of money after retiring.