Make sure you have an updated will and power of attorney. You can go to a lawyer, notary public, or you could use an online platform like https://willful.co/ to get it done.
We have a 20% coupon code for Willful if you would like to go that route. Use code 'PWFG' at checkout for 20% off!
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track. You can learn more about our services at https://www.parallelwealth.com/planning or email Info@Parallelwealth.com
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
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