As a specialist in family wealth challenges which encompasses estate planning, I am often surprised at the initial response of clients to my question as to whether they have an estate plan. Frequently, they assume that their set of legal documents are sufficient to answer that question “yes,” but all too often, it’s not. Most…Read More
As an estate planner in Alpharetta GA, I am often asked about do-it yourself estate planning “kits” or DIY estate planning web sites. My biggest fear when clients come to me after considering these kinds of tools is the false sense of security they provide to many people who feel they just want to have…Read More
Your Opportunity to Benefit
A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email Barry@WealthWithNoRegrets.com or call (678) 278-9632.