October 21, 2016
We get it. Planning for the future can be overwhelming and emotionally draining.
“How do I know where my family will be in ten years? How much money will I need? Will I still be as healthy? Will my spouse be protected if I pass away first?”
There are a lot of factors to consider – but here at OneLife, we take pride in making your wealth transfer planning more secure, easier and believe it or not, inspiring.
Take a look at our succession planning checklist, to learn more about the factors you should consider when you start speaking to an adviser about inheritance: (Click below to download our Slide Share.)
