Bank & Investment Account Protection in Your Estate Planning
  • Gina Griffo
  • Playlist: Financial Planning
  • 321

Everyone needs to consider what will become of their assets when they die. Estate planning helps you protect your legacy and ensure your assets end up in the right hands. In this short video, Gina M. Griffo, CEO of Parks Capital explains a few easy steps you can take to ensure the proper and safe transfer of your bank and investment account assets when the time comes.