Manage episode 240753251 series 1523035
Financial advisor Brian Wiley and attorney Steve Rausch are professionals, and humans. Our offices are fortunate to be able to help people before, during, and after good and difficult times in life, but some days are more difficult than others. Unfortunately, the loss of a client this week means everyone goes into action while mourning, but with proper pre-planning, our case won't be too complex. But what happens when the worst happens? It can be incredibly messy, costly, and time-consuming. A caller asks about the complications of dueling estate documents and potential pitfalls; Brian answers an email about cashing out savings bonds.
Brian Wiley, Financial Advisor www.treecityadvisors.com