Latest Post
Finding the Right Attorney
July 28, 2021
Rick shares his experience as head of the National Network regarding what makes a successful estate planning attorney, as well as what clients and advisors should look for.
Podcast Episodes
The "True Cost" of an Estate Plan
July 20, 2021
In this episode, Tammi and Rick discuss the cost(s) of an estate plan. We review the pricing from the point of view of all involved.