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.
As a Managing Partner at Pacific Advisors, I am responsible for managing our Advisor Performance Group (APG), our wealth management team and compliance team. I am tasked with growing the investment and advisory services division through acquisition, recruiting, and training and development.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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