“Thought for the Day” #765 – by Stephen R. Elville, J.D., LL.M.

July 21, 2016

Some of the better things in life are free! With over 50% of the general population not even having an estate plan, imagine the staggering number of people who have no advisory team (CPA, estate planning attorney, and financial advisor) working collaboratively for their benefit. Determine to assemble your advisory team – begin with a criteria for selection that reflects your goals and values, then begin the interview process. It won’t cost you anything but time, and there is only upside potential.