Business
Puneet Cham joins Money Checkup to talk about the nuts and bolts of making your estate plan: Power of attorney for healthcare, power of attorney for property, guardianship for minor children, revocable trusts, a succession plan for your business, and more. Even if you feel like you won’t need your estate plan for many years, putting one in place will ensure that your family and your asset are protected. Puneet Cham is a partner at Latimer LeVay Fyock who focuses on holistic estate planning and business succession planning. Read more on www.fitadvisors.com. Want a financial planner in your corner?! I'd love to connect. You can reach me at anjali@fitadvisors.com.