top of page

Estate Planning - Top Five Misconceptions.

Let's be real. We are all busy people! Things like Estate Planning may not make it to the top of our list for a number of reasons. In this article we will find out why Estate Planning is so important and what are some of the common misconceptions.



EstatePlanningMisconceptions_QuantumWealth
.pdf
Download PDF • 2.17MB


Quantum Private Wealth LLC. is an investment adviser located in Tampa, Florida. Quantum Private Wealth LLC. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Quantum Private Wealth LLC. only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Quantum Private Wealth's current written disclosure brochure filed with the SEC which discusses among other things, our business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Please note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.


3 views0 comments

Recent Posts

See All

Estate Planning - Who Needs it?

If you are someone that has things and people you care about, then this article is for you! Be a part of the 28% of Americans who are ahead of the game. Start your plan today to help your loved ones a

Estate Planning - Terms you should Know and Understand

Part of the reason that many delay starting an estate plan is that they do not understand the 'lingo'. Here is a primer for the basic terms that we all should know. Thanks to our partners at Wealth.c

Σχόλια


bottom of page