Podcast 003 -Estate Planning is Key

Published: March 16, 2020, 7:01 p.m.

Proper estate planning is critical and having your legal documents in order is a must for everyone. Mark and Jordan talk with Attorney Bill Caldwell, part of the South Shore Retirement Services team.  Offering both individuals and couples estate planning packages including wills, trusts, powers of attorney and health care proxies for a flat fee … Continue reading Podcast 003 -Estate Planning is Key