Podcast 003 -Estate Planning is Key

Proper estate planning is critical and having your legal documents in order is a must for everyone. Mark and Jordan talk with Attorney Bill Caldwell, part of the South Shore Retirement Services team.  Offering both individuals and couples estate planning packages including wills, trusts, powers of attorney and health care proxies for a flat fee of $399.00. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Leave a Reply