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Estate Planning for All Thumbnail

Estate Planning for All

What will be your legacy? Have you spent time thinking about it? Maybe you want a foundation committed to championing the causes that fill you with passion. Or maybe you want to ensure your family will be financially comfortable for generations to come. As a financial advisor, I have seen how quickly the strongest investment plans can be unraveled due to inefficient wealth transfer strategies, costly taxes and expensive court costs.

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Honey, Let’s Talk About Money Thumbnail

Honey, Let’s Talk About Money

So you’re getting married and you and your future spouse have not discussed money. There’s no easy way to start this conversation—but it’s very important, as research cites financial conflicts as one of the major disruptors of marriage.

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