Estate planning a key tool to wealth managment
TSHB Partner Jim Horn assists many of the firm’s clients with Estate advice.
“More than ever, estate planning is a needed tool to ensure you have the retirement you want. But it shouldn’t be seen as only needed for the older established family member, but also as a planning tool for business succession planning and for planning to ensure that the family’s resources are there to pay for long term health care or other long term needs. Early on you need to be thinking about your family’s future needs and how to meet long term financial goals. “