Estate and Legacy Planning

Did you know that only about 30% of people have a will? While some may think it’s not necessary to obtain estate documents or to update the ones they have, it’s

Wills, Power of Attorneys, and Healthcare Directives, Oh My! But honestly, what does all this mean? It’s critical to know what estate documents you should have

What’s the hardest thing for adults to talk about? Family finances! Money is a tricky subject, but it’s really important to have those conversations on the

Have you ever thought of who you should leave your estate to? Estate planning can be daunting with children as heirs, but even more difficult for those with no

Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement

If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing

In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one. We want to share our suggestions for someone who

In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those

I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband