Must-Haves for Estate Planning with Melissa DeVantier, Vice President
Melissa DeVantier, Vice President – Trust Officer at Nicolet Wealth Management discusses Estate Planning in this webinar hosted by Anthony Wilhelms. Topics include: • Leaving a legacy through your estate • 5 Must-Haves for Estate Planning • Special Estate Planning Considerations • How to talk to your family about wealth Adam Longlais, Senior Investment …
Continue reading “Must-Haves for Estate Planning with Melissa DeVantier, Vice President”
Read More