Are you happy with your estate plan? Is it comprehensive, updated and complete?

Do you have a well-maintained financial & estate planning organizer?

Have you considered using a trust, or trusts, as part of your estate plan? 

For any estate, and particularly for those which will contain significant assets, there are certain steps you should take in order to ensure your assets go where you want them to.

To help, Rigby Financial Group is delighted to offer you a free copy of our latest whitepaper – Succession Planning for Business Owners – Part II!

Find out more – click here to get your free copy!

We’re excited to offer this opportunity to our loyal subscribers!

If you would like to speak with one of our estate and financial planning specialists, please click here to email us and schedule an appointment.

Until next time –

Peace,

Eric