Tag: Pre-planning
Veterans Planning with Britt Burkhart
Britt Burkhart, president of Safeguard Financial Assets, educates how to effectively manage assets and reduce taxes. He helps with Aid and Attendance Benefits, a...
Funeral Arrangements with Dan White
Dan White at Evergreen Washelli provides an overview of what happens when you go to make arrangements for someone who’s passed away.
The Planning Convo with Dan White
How do you have that conversation with your parents about their final wishes? As we meet with families, a lot of people don’t like...