A few years ago, I received a surprising call from my aunt. She told me that she was updating her estate plan, and she asked me if I would be the agent for her advanced healthcare directive, an important estate planning document that specifies your healthcare choices if you are unable to make decisions.
Share:
Customer Relationship Summary | Privacy & Disclosures | ADV Firm Disclosures
Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Abacus Wealth Partner’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.
© 2024 Abacus Wealth Partners, LLC. All rights reserved.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
