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Christopher "Bud" Boland, CFP® Feb 20, 2020 6:06:00 PM < 1 min read

IS ANYTHING WRONG WITH YOUR ESTATE PLAN? HERE ARE 5 COMMON MISTAKES

When's the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Bud Boland addresses five mistakes you don't want to make.

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Christopher "Bud" Boland, CFP®

Bud is a Wealth Advisor at Brightworth and has devoted his career to working with high net worth and high-income earning individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short and long-term goals.