W. Ben Utley, CFP® Listed Among "Top Financial Professionals" in J.K. Lasser's "New Rules For Estate & Tax Planning"

When it comes to your estate, no matter how big or small it may be, physicians should leave nothing to chance. Proper financial planning can protect both your assets and your heirs. Covering wills, trusts, powers of attorney and even asset protection, J.K. Lasser's latest release is a must-read for physician families who take their estate planning seriously. Certified Financial Planner® W. Ben Utley is listed among only five "top financial professionals" in the state of Oregon for estate planning (p. 273). Book by Harold Apolinsky & Stewart Welch (Wiley)