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Estate Planning
What is Estate Planning? Estate planning involves making decisions about what will happen to your property and assets after you die. Planning ahead of time exactly how you want your assets distributed and to whom will make your passing easier on your family and friends since your final wishes will be clearly defined through documents such as a will, a power of attorney, a medical power of attorney, and funeral arrangement requests. Estate planning sets your wishes in writing so that when you pass away or become unable to care for yourself, your family can fol... [Read More]
Rick Krichbaum - Fort Myers, FL
Founded in January of 1999, Marquis Wealth Management Group is a Registered Investment Advisor specializing in advising high net worth individuals, families, and their businesses in all financial matters. Our principal business includes investment advisory and comprehensive financial planning services, but we also consult on bot... [more]
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