10 Non-financial Planning Issues You Should Consider

10 Non-financial Planning Issues You Should Consider

Effective planning doesn’t just involve money… We tend to do things a little differently around here. After years of doing planning the traditional way (and seeing ways that the process could be improved), I started my own firm. Not only is it important...
5 Things to Think About Before Naming Co-executors

Long-term Care Planning and Why It Matters: 6 Goals of Planning

I know from experience that everyone who comes into our office has goals and expectations that they bring along with them. But did you know that we have goals for each of our clients as well? Some people see long-term care planning as a shady way to get around having...