Answers from Top Financial Advisors

Jason W Self Level 4
These are good answers from the other advisors. The fact that you have trusts can add substantially to the time depending on the number of trusts, types of trusts, and your relation to the trusts. Trusts documents can vary ...(more)
yesterday
With the divorce agreement, you should have what is called a Qualified Domestic Relations Order (QDRO). If you don't have it, work with your lawyer and they can provide that document. Without this document you will not ...(more)
yesterday
I agree with Layton. Depending on your situation, it may be easy or difficult to develop a financial plan To add a bit more to it, I typically segment my offering (globally) into 3 categories. A basic financial plan which ...(more)
yesterday
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