Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
RJ Cunningham is a Certified Financial Planner® and a legal fiduciary. Currently, Senior Advisor and Partner with Summit Global Private Wealth. 15 years of industry experience and in 2022 and 2023 RJ made the list of FORBES BEST-IN-STATE top security professionals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.