Private Wealth Management.
“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost
Why would I need an Estate Plan?
By Marc D. Langva, CFP®, Founder & CEO at WorkOptional
Do you want the black sheep in the family, or the probate court to make important financial decisions when you pass away? Probate fees, legal challenges, frozen assets & unexpected financial liabilities are some of the things you can expect if you don’t have an estate plan. Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you and your beneficiaries in more ways than one.
WorkOptional Book
What are the secrets to financial security?
Our book can help you answer just this question. Discover the 13 secret retirement killers today!
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Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Jaime L. Langva CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.
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