6530 West Campus Oval, Suite 320, New Albany, OH 43054

614-431-4345
kufferman@maxwellfm.com
Client Logins
Maxwell Financial Management  Home
Maxwell Financial Management  Home
  • Home
  • Maxwell FM 
    • Maxwell FM Advantage
    • Process
    • Approach
    • Team
  • Financial Planning & Retirement Roadmaps 
    • Plan Options
    • The Retirement Roadmap
    • Abbott Company Retirement Roadmap
  • Resource Center 
    • Investing Over the Decades
    • Financial Topics
    • FAQs
    • Women Investing
    • Blog
  • News/Events 
    • Press
    • Events
Client Logins

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Contact

Office: 614-431-4345

Fax: 614-304-0091

6530 West Campus Oval

Suite 320

New Albany, OH 43054

kufferman@maxwellfm.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, NC, NV, OH, OR, PA, RI, SC, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.