Issues to Consider When Reviewing Estate Planning Documents
Reviewing estate planning documents is an important exercise, but it can be a daunting task that is tedious and even confusing at times.
This video was prepared and first distributed by Dimensional Fund Advisors.
Shore Point Advisors is an investment adviser located in Brielle, New Jersey. Shore Point Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors and JCL are affiliated entities.
Reviewing estate planning documents is an important exercise, but it can be a daunting task that is tedious and even confusing at times.
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