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Discussions and Questions/Answers What Information Can I Give my Client Regarding Education, Estate & Legacy Planning

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What Information Can I Give my Client Regarding Education, Estate & Legacy Planning

James Jordan over 4 years ago

I have a client who is interested in education, estate, and legacy planning. What information can I pass along to them?

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Jane Kratz over 4 years ago in reply to Sara Collins +2 verified

Sara Collins that is correct, you can pass it along to me

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0 Sara Collins over 4 years ago

Hi James Jordan I will have to check but I believe you can pass it along to Jane Kratz
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0 Sara Collins over 4 years ago

Hi James Jordan I will have to check but I believe you can pass it along to Jane Kratz
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+1 Jane Kratz over 4 years ago in reply to Sara Collins

Sara Collins that is correct, you can pass it along to me
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