Creating generational wealth means preparing for any situation or family milestone that comes your way. When getting your affairs in order, here are 7 costly mistakes to avoid while planning your estate. Read More
Planning Ahead: From Finances to Feelings, How Estate Planning Can Help You Cope with Loss and Grief
I want to highlight the lessons I learned as the almost-fiancé of a wonderful man who died too early, so others don’t make the same mistakes. Mistakes that I and those impacted by his death only corrected because we lost him, not because we were financially responsible. I highlight two main points: know their wishes and know their assets. Read More