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  3. September 2015

September 2015

Estate Planning 101

Submitted by DACA Financial Group on September 1st, 2015
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Estate Planning 101

Submitted by DACA Financial Group on September 1st, 2015

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.

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Securities and investment advisory services are offered through Osaic Wealth, Inc, Member FINRA/SIPC, Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax, mortgage, real estate or legal services.

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