This Material was created by Forfield, Inc. and used here by Longs Peak Financial with the permission of Forfield. Forfield Inc. is not affiliated with OneAmerica Securities, nor any other member of the OneAmerica Companies.
Neither OneAmerica Securities nor its agents/representatives provide tax or legal advice.
Clients should direct their specific questions to their tax or legal advisor.
Specific legal advice surrounding an estate plan as well as the drafting of all legal documents must be done by a licensed attorney. All clients are strongly encouraged to seek the advice of an attorney specializing in estate planning matters.
The One Minute Millionaire
