Creating a Values-Based Estate Plan Many investors have some understanding of traditional estate plans that specify how you want to distribute your property after you die. A values-based estate plan is different, but the two types can overlap, giving voice to how you bequeath your wealth to your beneficiaries. What is a Values-based Estate Plan […]
How Often Should You Revise Your Will? It’s essential to revisit your will, and indeed your entire estate plan, every three to five years and after significant life events. Failure to do so could easily lead to undesirable outcomes. Your will is your most personal expression of how you want to distribute your property after […]
Life is change, we can either roll with the punches or be prepared. A good financial plan allows a certain amount of flexibility to prepare for the unexpected and a well laid out path for the expected. This is what we do, we look at the big picture, use our 35 years experience, help you […]
One of the most difficult times in a client’s life is also one of the most demanding. I can not stress the importance of having someone to help you slow down, and take a look at the big picture. Too many people want to rush and get it behind them or not deal with […]
Great article about one of our most important benefits for the American people. Take a few minutes and brush up on your knowledge your future depends on it.