Mansour Gavin LPA Blog | Daniel McGuire (4)

Daniel McGuire

We begin our process of developing solutions for our clients only after ensuring we have listened to our clients fully explain their situation.

ESTATE PLANNING 101: Who gets the china? (ok, but who actually wants the china?)

March 19, 2019 | 11:14 AM

This is part 2 of a series breaking down the process of helping clients set up their Wills by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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