Sad statement to title an episode. The facts are, only 42% of US adults have put together estate planning documents such as a will. I have experienced a large increase in my clients of all ages reaching out to me for referrals on will and family trust guidance. Where will all of my assets go and who will get them. Is my spouse, partner and family the ones that will inherit my assets? In annual tradition, we brought Mark Meek II MBA, Financial Advisor to communicate a short check list of to-dos in order to best prepare!
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✅ Addy Nett is a NMLS Licensed Mortgage Advisor:
🎙 Addison Nett NMLS 1542184
✅ Todays Guest is:
Mark Meek II, MBA, Financial Advisor
Additional Company Notes:
Broker Solutions Inc. dba New American Funding is a direct lender offering home loan programs | NMLS ID #6606 | This is not a commitment to Lend. All scenarios are subject to approval, loan program, and underwriting decisions. New American Funding is an Equal Opportunity Lender