Laurence Oman
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Estate planning is something that will need lot of documentation and so it is crucial for you to clarify about this so its very important to find an exper who has a knowlegde about law. After that its important to enquire regarding the fees that will be charged by them and if the process will be carried out by them or not.
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termination of plan after acquisition
Laurence Oman replied to WCC's topic in Mergers and Acquisitions
They have to make a plan -
dont think so
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I have the same situation...
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Solo plan to invest rollover in Real Estate
Laurence Oman replied to Jim Chad's topic in 401(k) Plans
Estate planning is very important to save once future... -
I would go with Jim Dexter your comment .TOTALY AGREE