Estate and Legacy Planning

With Giving Tuesday right around the corner, we thought it would be a good time to talk about donor advised funds and how they could fit into a charitably

When it comes to estate planning, there’s very often a common theme among all our clients, regardless of who they will be leaving behind; they don’t want to be

Losing a spouse can be a very difficult and emotional time. There's so much to do and to work through emotionally, financially, and physically. In this

Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs. The stock and bond market

The estate settlement process can be long and overwhelming for those going through it. But when you have a checklist prepared with the details and what to

Whether you’re about to get married or you’re coming from previous relationship and entering a new one, there’s a lot of financial questions that ensue. Is it

In this podcast episode we explore the concept of the Final Financial Plan. The Final Financial Plan is essentially a roadmap for those that are left to help

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