EddieG
Dryer sheet aficionado
We will be coming into a large chunk of money all at once. We are looking for ideas about what kind of professionals will we need to see to help set us up financially, legally, etc.
There seems to be so many things to take into consideration - wills, trusts, life insurance, investments, etc.
Anyone had any good experience with a firm or individual who can competently walk us through the whole process and who we can trust?
We are in Wisconsin if that matters.
Thanks,
Eddie
There seems to be so many things to take into consideration - wills, trusts, life insurance, investments, etc.
Anyone had any good experience with a firm or individual who can competently walk us through the whole process and who we can trust?
We are in Wisconsin if that matters.
Thanks,
Eddie