Browsing Tag
Pete Moneywise
2 posts
Retiree employs prudent estate planning for easier asset distribution
78-year-old retiree Pete Moneywise is diligently striving to secure a less strenuous probate process for his children. Moneywise…
Senior navigates probate with living trust planning
Pete Moneywise is a 78-year-old senior navigating his financial retirement stage, focusing on the potential difficulties of probate.…