Do you have tangible personal property that you would want specific individuals to inherit after you pass away? The Personal Property Memorandum is a simple document which lists tangible belongings (things you can touch) and who you’d like them to go to. It is part of an estate plan that can be easily changed without an attorney. Watch the video to learn more.
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Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.
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