Tales From the Estate Planning Crypt... aka What Happens When You Don't Plan Even though Halloween is over, and Thanksgiving is upon us! I can’t help but reflect on the many estate planning nightmares I have witnessed firsthand as an advisor. What's really sad is the...
What does estate planning have to do with your financial advisor? Today I want to talk about why Estate Planning is on our services list. We're not attorneys, so what do we, as financial advisors, have to do with estate planning? Oftentimes, in addition to estate...
I remember the day we met with our attorney to get our estate planning done. It was the middle of summer during the week. Do you know how I remember? Because our 14-year-old son was with us. When I say he was with us I don't mean he sat in the waiting room and played...
There's plenty of advice out there for executors, but it generally comes from the perspective of estate planning attorneys. While they know a lot about the topic, there were some things from the perspective of a financial advisor that we wanted to dig into -- things...
This is the tale of smart estate planning, good business succession, wise wealth management, and the importance of an advisor you can trust. It’s not often you get inside information on an American Icon. But sometimes you cross paths with people that leave an...