Sam’s Corner Part 3!

Welcome back to Sam’s Corner, featuring Sam McGovern from McGovern Law Group and our Executive Director, Forrest Higgins! Find out the answers to big questions regarding Estate Planning & Planned Giving.

Want to learn more about Planned Giving and see if it fits your future goals? Check out the video below for all the expertise coming from Sam McGovern.

We are excited to continue this series and offer inspiration for your plans. If you already have your Estate Plan, let this video be a refresher and reminder to update it as often as needed.

Estate Planning can be a daunting topic and task which is why we created a simple quiz to get you started. If we can be of assistance to you, don’t hesitate to call us at 619-440-1600! Click below to discover Sam and Forrest’s step-by-step approach to Tax and Estate Planning.