Major Decisions for Your Estate Plan

In this educational episode, Mark Hume goes over several vital things you need to know about your estate plan, no matter what stage of life you’re in.

 

Watch or listen to this episode to learn where to get started with choosing the executor of your estate and more.

 

Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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