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Have I Planned My Estate So That It Will Be Distributed According to My Wishes?

As you might know, the "estate planning landscape" is in flux. If you have assets over a few million dollars, your estate tax is likely to be in the millions as well. Give me a call and we can discuss your situation.

Mr. Stumm is a Registered Representative with and offers securities and financial planning through LPL Financial, Member FINRA/SIPC, A Registered Investment Advisor. 10 Langley Road, Suite 301, Newton Center, MA 02459-1972. (617) 795-2905.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2007 J. Hans Stumm