Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more.
Known for her ability to deliver well-crafted Estate Plans to clients based upon their lifestyles, professions, and other specific situations, including religious and cultural preferences, with a primary focus on helping them provide for the security of their loved ones, reduce estate taxes, and minimize the costs of probate, Ms. Saeed prides herself on the lifelong relationships she forms with each and every one of her clients.
Latest posts by Amina Saeed (see all)
- Using Disclaimers to Achieve Client Goals: Double Disclaimers - December 2, 2021
- “Last Will and Testament” Origin - November 26, 2021
- How to Dispose of “Stuff” - November 19, 2021
