Do you have a trusted contact person?

 March 29, 2023 |Leanne Kaufman

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

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Leanne Kaufman, Matter beyond wealth

Those with special needs, need special planning

 March 15, 2023 |Leanne Kaufman

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

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How family dynamics can impact your estate plan

 March 02, 2023 |Leanne Kaufman

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

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