By Sander Tom, CFP®
Sander Tom is a Trust Liaison Officer/Financial Advisor with more than 30 years of experience in the financial services industry. Over this time, he has developed a deep understanding of investing and its powerful impact on a person’s life.
Everyone knows how important good instructions can be—whether you’re trying to master a new recipe or navigating a computer program. Yet how many of us have instructions in place to protect our finances and family if we become incapacitated or pass away?