
Imagine your spouse or adult child asks, "I am not trying to bother you, but don't you think it is time to sit down with someone and develop a financial and estate plan?"
Will your reply be one of the following?

Imagine your spouse or adult child asks, "I am not trying to bother you, but don't you think it is time to sit down with someone and develop a financial and estate plan?"
Will your reply be one of the following?