Monthly Archives: July 2012

The Five Most Common Mistakes Made in an Estate Plan by Scott Montgomery

Posted on July 27, 2012

By Scott Montgomery, CLU, ChFC Physicians and medical professionals with complicated financial lives often make a valiant attempt to get things in order in an effort to protect their families. Unfortunately, good intentions are not enough and people make the same common mistakes. Many of these issues arise because they do not take a holistic […]