Tools to get started
Tools to get started
October 29th, 2021
New West Short
Year-end Planning 
Tools to Get Started
Whether it’s drawing up a simple will or ensuring the transfer of a complex legacy, an estate plan can be essential to financial wellness. Now is the time to talk to individuals about their estate plan and — to help you get started — here’s a roundup of materials to share with clients, CPAs and attorneys:

Melissa Church
Director of Marketing
208-622-5211 x 2
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