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Family Love Letter

Family Love Letter – Estate Planning

{3 minutes to read}  Today, I want to talk about estate planning. Recently, I was introduced to a service that we can provide, called the Family Love Letter. It struck me as being so powerful and so helpful for people that I wanted to offer it up to our clients who would benefit from it.

Before […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2023-02-10T15:56:31+00:00January 25th, 2023|Estate Planning|0 Comments