By Lori Williams on September 10, 2013
We all have significant “life events” that occur, but sometimes fail to take action to protect ourselves and our loved ones at those critical times. Financial Advisor Jeffrey W. Geralds of Mutual of Omaha reminds us of what those key life events might include and what we should do about them.
Posted in Blog, Financial, Legal | Tagged contracts, estate plan, financial advisor, financial plan, legal documents, life events, update |