Author: Manfred Purtzki 5 Big Estate Planning Mistakes (and How to Avoid Them) 1. Not having an updated will One of the biggest mistakes in planning for your money and your heirs is not to have an estate plan at all. If you do not have an updated will, you are not alone. If […]
Author: Manfred Purtzki Finding the Best Advisor for You How much tax you pay and how much money you can retire on depends, to a large degree, on your accountant and financial planner. You need top-notch advisors who are proactive in suggesting new ideas in managing your dental practice and your personal finances. You also […]
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