Skip to main content

  • Home
  • About 
    • Our Background, Our Vision.
    • Your Retirement Future
    • Smart Investment Design
    • Legacy Planning
    • Tax Planning
  • Client Access 
    • Schedule Appointment
    • Wealth Portal
    • TD Ameritrade
    • FINANCIAL IQ - Knowledge Center
  • Open Your Account
    • Invest with Us - Open Your Account Here
  • Contact
  • Blog

    You are here

  1. Home
  2. estate + planning + attorney + health care + financial + documents + taxes + trusts +

estate + planning + attorney + health care + financial + documents + taxes + trusts +

12 Estate Planning Must-Dos

Submitted by Reed Financial Group on June 27th, 2018

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. 

Tags:
  • estate + planning + attorney + health care + financial + documents + taxes + trusts +
  • Read more

Contact Us

Don't hesitate to get in touch.
For over 20 years we have navigated the investment and retirement world for our clients.
Join us!

Get to know us

9200 Indian Creek Pkwy., Suite 562, Overland Park, KS 66210

Phone: (913) 491-0868
Fax: (913) 491-0915

Email: dreed@reedcompanies.com

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • BrokerCheck

Advisory services are offered through the Reed Financial Group, Inc., a Registered Investment Advisor in the state of Kansas and Missouri. 

The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation.

The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Illustrations are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.

Charts are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.

Tax/legal advice:

The Reed Financial Group does not offer tax preparation or legal services, but may provide references to accounting, tax services or legal providers. I am not a CPA or attorney. They may also work with your attorney or independent tax or legal advisor. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Please consult a qualified professional for assistance with any tax or legal issue to review the implications.

© 2021 Reed Financial Group. All rights reserved.

Website Design For Financial Services Professionals