What is one of the greatest gifts we can give to the next generation?
In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one.
In this episode, you will learn:
- What the family estate organizer with a heart is and how it works
- What heart-warming questions and sections are contained in this organizer
- How the process works and the beneficial outcomes to family members
- Why the value of our organizer is so unique compared to other service professionals
- And more
Tune in now to learn more about the Family Estate Organizer and how it can bring your family closer together!