Peter offers his SMARTWills services to ease the planning process for businesses and individuals, helping them reduce taxes on assets and protect the money they have worked so hard to earn. The name builds on the goal-setting SMART approach that stands for Specific, Measurable, Attainable, Realistic, and Timely goals.

In this podcast, we will cover what are the key financial tasks to cover during this period of uncertainty. Peter will provide details and explain why you need to….

Check on your Beneficiaries

Update insurers and your heirs

Create or revise the Powers of Attorney

Visit your safety deposit box

Update your Will(s)