As we head into Thanksgiving, I find myself reflecting on what I'm the most grateful for - and at the top of that list are the incredible people I've had the privilege to work with and get to know. Every day, I'm reminded that financial planning isn't...

If you are bequeathing wealth, you’ll not only be faced with a decision of who should receive it—children, charities, friends, siblings, etc.—but also the dilemma of the best way to transfer those assets, in what amounts and when. Regardless of who will...

Well, what if the beneficiaries are six and nine years old? Or what if the beneficiary is disabled and unable to manage the monies on their own? Or what if one of the potential beneficiaries battles addiction issues? Jump on this video to find out? https://www...