Teresa Bear, CPA, CFP - 480-503-0050 - interviews Dorothy Brogan, JD about estate planning. Dorothy discusses the advantages of using a trust and when is it appropriate to use a will. Dorothy also elaborates on how the team approach used at JC Grason of Mesa benefits the clients.
Planning how you want your affairs handled during difficult times can often be a confusing and daunting task. . With continually changing estate planning laws as well as the changes life in general brings over time, it’s important to have these documents reviewed regularly and updated as necessary.
At JC Grason of Mesa, we use a team approach to estate planning.
4115 E Valley Auto Drive, Suite 104
Mesa, AZ 85206
or in Chandler at
1490 S Price Road, Suite 109a
Chandler, AZ 85286
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.