Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tom Freeman is a Managing Director and Financial Advisor with Pacific Advisors. Tom leads a collaborative advisory team that works with closely held business owners on complex planning needs, including succession and exit planning, risk management, and retirement planning.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.