Oct 26, 2021
Dennis is well-known in the world of financial planning as one of the good guys. When I set up MFP Wealth Management 12 years ago, Dennis was one of the experienced and well-respected financial planners that I looked up to and who helped me on my journey to creating the business I have today. He has always offered...
Oct 12, 2021
A few weeks ago Holly joined us on the podcast to discuss what happens when you die without a will in place.
This week we welcome Holly back to discuss the rules of making gifts when you are acting in the role of an attorney under a Power of Attorney.
Most people want to mitigate the inheritance tax their estate will...