CREW Utah was fortunate to have S. Reed Grant, Vice President & Wealth Advisor at Wells Fargo Wealth Management group lead a presentation about planning for your estate. He covered several important topics and tips for both Commercial Real Estate and Personal Investment planning. You can find more information here.
Mr. Grant also indicated that he is happy to discuss any issues directly with any CREW members. He can be reached at 385-415-7886 . He is a great resource and is happy to discuss any topic, and can either work specifically with you or refer you to another expert that can help with your questions.