Planning is one of the best gifts we can give ourselves and the people we care about the most. As important as planning can be, we allow it to remain a “backburner” item for months and years, forcing those we leave behind to deal with the unintended consequences. We will discuss some of the basic building blocks that individuals and families use to bring structure, strategy and peace of mind to their situations. This is especially important for developers and owners of commercial real estate due to the illiquidity of such assets.
Speaker: S. Reed Grant, Vice President & Wealth Advisor, Wells Fargo Wealth Management Group