Core Estate Planning Documents

There are basic estate planning documents that everyone should have as a part of their estate plan.

In this podcast, SHP Financial Co-Founders Derek Gregoire, Keith Ellis and Matthew Peck ask Attorney Keith McManus of McManus Estate Planning to share his recommendations for the core documents necessary to protect yourself and your loved ones.

© 2017 SHP Financial. Investment advisory services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Offices in Woburn, Westborough and Hyannis are offices of convenience and only used for client meetings. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All complimentary white papers, reports and book chapters are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these materials you may be provided with information regarding the purchase of insurance and investment products in the future. By contacting us, you may be offered information regarding the purchase of insurance and investment products. "